Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 4.6M | 143.9M | 11.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.9M | 57.5M | 4.5% |
| ARK ETF Trust-ARK Next Generation Internet ETF | Sep 30, 2025 | 1.4M | 43.9M | 3.5% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Sep 30, 2025 | 1.1M | 33.8M | 2.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 919.7K | 28.5M | 2.2% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Sep 30, 2025 | 856.8K | 26.5M | 2.1% |
| ARK ETF Trust-ARK Fintech Innovation ETF | Sep 30, 2025 | 777.2K | 24.1M | 1.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 624.8K | 19.3M | 1.5% |
| Morgan Stanley Insight Fund | Sep 30, 2025 | 541.3K | 16.8M | 1.3% |
| Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio | Sep 30, 2025 | 539.9K | 16.7M | 1.3% |
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