Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Sep 30, 2025 | 1.3M | 17.6M | 2.9% |
| iShares Trust-iShares U.S. Infrastructure ETF | Sep 30, 2025 | 1.2M | 15.8M | 2.6% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Sep 30, 2025 | 891.4K | 12.2M | 2.0% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Sep 30, 2025 | 681.0K | 9.3M | 1.5% |
| Vanguard Explorer Fund | Jul 31, 2025 | 609.0K | 8.3M | 1.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 329.4K | 4.5M | 0.7% |
| Buffalo Funds-Buffalo Small Cap Growth Fund | Sep 30, 2025 | 326.2K | 4.5M | 0.7% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Sep 30, 2025 | 323.4K | 4.4M | 0.7% |
| SCM Trust-ICON Natural Resources and Infrastructure Fund | Sep 30, 2025 | 200K | 2.7M | 0.5% |
| Thompson IM Funds, Inc.-Thompson LargeCap Fund | Sep 30, 2025 | 198.3K | 2.7M | 0.4% |
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