Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Feb 28, 2026 | 1.6M | 21.7M | 5.7% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.4M | 18.3M | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 856.8K | 11.3M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 678.7K | 9.0M | 2.4% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 450K | 5.9M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 332.6K | 4.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 304.1K | 4.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 276.4K | 3.6M | 1.0% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 249.8K | 3.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 240.3K | 3.2M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.