Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 28.7M | 2.4% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jan 31, 2026 | 1.7M | 24.9M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 19.7M | 1.6% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 744.1K | 10.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 706.9K | 10.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 557.1K | 8.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 482.3K | 7.0M | 0.6% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 422.3K | 6.1M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 379.5K | 5.5M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 290.9K | 4.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.