Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 7.0M | 149.2M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 76.7M | 1.9% |
| Fidelity Select PORT.s-Select Medical Technology and Devices PORT. | Feb 28, 2026 | 2.8M | 59.9M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.6M | 56.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 55.7M | 1.4% |
| NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund | Jan 31, 2026 | 2.5M | 54.1M | 1.3% |
| Fidelity Select Portfolios-Select Health Care Portfolio | Feb 28, 2026 | 2.5M | 53.5M | 1.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.1M | 45.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.5M | 31.5M | 0.8% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 1.5M | 31.2M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.