Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 6.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 4.3M | 1.9% |
| abrdn Life Sciences Investors | Dec 31, 2025 | 616.4K | 2.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 560.6K | 2.3M | 1.0% |
| Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF | Dec 31, 2025 | 500.3K | 2.0M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 426.1K | 1.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 352.2K | 1.4M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 271.8K | 1.1M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 213.9K | 874.7K | 0.4% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 183.7K | 751.5K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.