Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Advisor Managed Portfolios-Patient Opportunity Trust | Jun 30, 2026 | 12.9M | 79.2M | 3.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jun 30, 2026 | 7.1M | 43.3M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 5.0M | 30.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 5.0M | 30.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 2.0M | 12.1M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | May 31, 2026 | 1.8M | 11.1M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 1.8M | 10.9M | 0.5% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd | Jun 30, 2026 | 1.3M | 8.2M | 0.4% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | May 31, 2026 | 1.3M | 8.0M | 0.4% |
| iShares Trust-iShares Biotechnology ETF | Jun 30, 2026 | 1.1M | 6.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.