Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 407.0M | 3.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 1.0M | 341.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 990.5K | 326.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 890.5K | 293.1M | 2.3% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 612.2K | 201.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 574.2K | 189.0M | 1.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Jan 31, 2026 | 531.9K | 175.0M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 504.6K | 166.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 499.4K | 164.4M | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 497.1K | 163.6M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.