Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Advisor Managed Portfolios-Patient Opportunity Trust | Jun 30, 2026 | 12.9M | 85.9M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 5.7M | 37.9M | 1.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Sep 30, 2026 | 5.7M | 37.8M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 4.9M | 32.8M | 1.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 2.1M | 14.0M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 2.0M | 13.5M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Aug 31, 2026 | 1.8M | 12.0M | 0.5% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd | Aug 31, 2026 | 1.7M | 11.1M | 0.5% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jul 31, 2026 | 1.7M | 11.2M | 0.5% |
| iShares Trust-iShares Biotechnology ETF | Aug 31, 2026 | 1.2M | 7.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.