Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR SERIES TRT-State Street SPDR SSGA US Small Cap Low Volatility Ind | Mar 31, 2026 | 65.5K | 264.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 38.9K | 157.3K | 0.1% |
| Eaton Vance Series TRT II-Parametric Tax-Mnged Emerging Markets Fd. | Dec 31, 2025 | 20.9K | 84.4K | 0.0% |
| Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex | Jan 31, 2026 | 5.4K | 21.8K | 0.0% |
| Northern Funds-SMALL CAP CORE FUND | Dec 31, 2025 | 4.1K | 16.6K | 0 |
| DFA INVESTMENT TRUST CO-The Emerging Markets Small Cap Series | Jan 31, 2026 | 776 | 3.1K | 0 |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.