Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund | Dec 31, 2025 | 3.4M | 12.9M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.4M | 9.3M | 1.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 833.9K | 3.2M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 830.1K | 3.2M | 0.6% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 674.5K | 2.6M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 426.6K | 1.6M | 0.3% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Feb 28, 2026 | 316.6K | 1.2M | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 255.5K | 978.6K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 212.7K | 814.5K | 0.2% |
| -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U | Mar 31, 2026 | 146.5K | 561.2K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.