Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Select Portfolios-Select Biotechnology Portfolio | Sep 30, 2025 | 1.9M | 402.8M | 6.4% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 327.3M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 820.9K | 178.2M | 2.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 752.2K | 163.3M | 2.6% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 739.0K | 160.4M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 617.4K | 134.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 617.1K | 134.0M | 2.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 447.4K | 97.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 345.5K | 75.0M | 1.2% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Oct 31, 2025 | 329.8K | 71.6M | 1.1% |
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