Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 6.9M | 386.0M | 7.2% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.1M | 120.1M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 115.5M | 2.2% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 2.0M | 111.5M | 2.1% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Oct 31, 2025 | 1.8M | 100.4M | 1.9% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.6M | 92.2M | 1.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.1M | 62.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 977.8K | 54.7M | 1.0% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 957.4K | 53.6M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 824.7K | 46.2M | 0.9% |
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Holders
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Ultra plan.