Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 10.4M | 2.6% |
| ARK ETF Trust-ARK Next Generation Internet ETF | Feb 28, 2026 | 6.4M | 9.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 5.2M | 8.0M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.5M | 3.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.1M | 3.3M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.8M | 2.8M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.2M | 1.8M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.1M | 1.7M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 1.0M | 1.6M | 0.4% |
| VANGUARD WORLD FUND-Vanguard Communication Services Index Fund | Nov 30, 2025 | 877.4K | 1.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.