Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund | Jan 31, 2026 | 2.8M | 29.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 28.0M | 3.1% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund | Jan 31, 2026 | 2.0M | 21.3M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.8M | 19.3M | 2.2% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jan 31, 2026 | 1.3M | 13.8M | 1.5% |
| Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND | Jan 31, 2026 | 1.3M | 13.6M | 1.5% |
| abrdn Healthcare Investors | Dec 31, 2025 | 1.1M | 11.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 844.6K | 9.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 731.2K | 7.9M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 641.7K | 6.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.