Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.8M | 52.4M | 3.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Apr 30, 2026 | 2.6M | 49.8M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 2.0M | 38.3M | 2.3% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Apr 30, 2026 | 1.2M | 23.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 971.6K | 18.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 833.5K | 15.8M | 0.9% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jan 31, 2026 | 694.2K | 13.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Apr 30, 2026 | 657.2K | 12.5M | 0.7% |
| iShares Trust-iShares Biotechnology ETF | Apr 30, 2026 | 627.9K | 11.9M | 0.7% |
| Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND | Jan 31, 2026 | 579.8K | 11.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.