Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 830.9K | 9.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 653.8K | 7.4M | 2.3% |
| BlackRock Funds-BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO | Nov 30, 2025 | 502.7K | 5.7M | 1.7% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Dec 31, 2025 | 317.2K | 3.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 284.0K | 3.2M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 264.0K | 3.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 226.7K | 2.6M | 0.8% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 201.9K | 2.3M | 0.7% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 180.7K | 2.0M | 0.6% |
| VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio | Dec 31, 2025 | 156.1K | 1.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.