Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund | Sep 30, 2025 | 1.4M | 10.3M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 918.4K | 6.7M | 1.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 408.4K | 3.0M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 361.2K | 2.6M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 188.5K | 1.4M | 0.3% |
| TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund | Sep 30, 2025 | 158.4K | 1.2M | 0.2% |
| NORTHERN LIGHTS FUND TRUST II-Hodges Small Intrinsic Value Fund | Sep 30, 2025 | 156K | 1.1M | 0.2% |
| U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund | Sep 30, 2025 | 150K | 1.1M | 0.2% |
| RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund | Jul 31, 2025 | 122.3K | 890.0K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 101.9K | 742.2K | 0.2% |
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