Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 230.2K | 1.9M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 162.7K | 1.3M | 1.7% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 133.3K | 1.1M | 1.4% |
| JPMorgan Trust I-JPMorgan U.S. Small Company Fund | Sep 30, 2025 | 78.6K | 647.2K | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 70.2K | 577.7K | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 66.0K | 543.0K | 0.7% |
| abrdn Life Sciences Investors | Sep 30, 2025 | 58.0K | 477.2K | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 57.6K | 474.0K | 0.6% |
| RBB Fund, Inc.-F/m Emerald Life Sciences Innovation ETF | Aug 31, 2025 | 54.8K | 451.1K | 0.6% |
| Driehaus Mutual Funds-Driehaus Micro Cap Growth Fund | Sep 30, 2025 | 45.4K | 373.8K | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.