Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 3.9M | 102.0M | 6.3% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Sep 30, 2025 | 2.0M | 52.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 47.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.5M | 38.9M | 2.4% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 1.5M | 39.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 35.8M | 2.2% |
| Artisan Partners Funds Inc.-Artisan Mid Cap Fund | Sep 30, 2025 | 1.2M | 31.5M | 2.0% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jul 31, 2025 | 819.9K | 21.7M | 1.3% |
| Artisan Partners Funds Inc.-Artisan Small Cap Fund | Sep 30, 2025 | 790.2K | 20.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 763.2K | 20.2M | 1.3% |
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