Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF | Mar 31, 2026 | 5.7M | 112.5M | 2.0% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Mar 31, 2026 | 4.9M | 96.9M | 1.7% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 2.0M | 39.8M | 0.7% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Feb 28, 2026 | 1.6M | 31.1M | 0.6% |
| Manager Directed Portfolios-Hood River International Opportunity Fund | Jan 31, 2026 | 610.5K | 12.1M | 0.2% |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | Mar 31, 2026 | 597.6K | 11.8M | 0.2% |
| Manager Directed Portfolios-Hood River New Opportunities Fund | Jan 31, 2026 | 528.2K | 10.5M | 0.2% |
| Meridian Fund Inc-Meridian Small Cap Growth Fund | Dec 31, 2025 | 497.0K | 9.9M | 0.2% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 454.3K | 9.0M | 0.2% |
| Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund | Dec 31, 2025 | 411.5K | 8.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.