Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Apr 30, 2026 | 831.2K | 44.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 599.5K | 31.8M | 2.0% |
| SmallCap World Fund Inc | Mar 31, 2026 | 459.5K | 24.4M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 447.4K | 23.7M | 1.5% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Apr 30, 2026 | 401.3K | 21.3M | 1.4% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 379.0K | 20.1M | 1.3% |
| HARBOR FUNDS-Harbor Small Cap Growth Fund | Jan 31, 2026 | 293.2K | 15.5M | 1.0% |
| LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth | Jan 31, 2026 | 280.6K | 14.9M | 1.0% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Feb 28, 2026 | 241.7K | 12.8M | 0.8% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Mar 31, 2026 | 241.8K | 12.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.