Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 4.8M | 1.2M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 2.3M | 561.8K | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.8M | 443.4K | 0.3% |
| -Bitwise Bitcoin Standard Corporations ETF | Dec 31, 2025 | 1.3M | 330.4K | 0.2% |
| Saba Capital Income & Opportunities Fund | Jan 31, 2026 | 967.3K | 238.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 795.6K | 196.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 629.0K | 155.0K | 0.1% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Jan 31, 2026 | 572.1K | 141.0K | 0.1% |
| Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF | Feb 28, 2026 | 558.9K | 137.8K | 0.1% |
| Saba Capital Income & Opportunities Fund II | Jan 31, 2026 | 497.2K | 122.6K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.