Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Oct 31, 2025 | 1.8M | 50.0M | 5.5% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Dec 31, 2025 | 1.3M | 37.8M | 4.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Dec 31, 2025 | 1.0M | 29.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 849.4K | 23.9M | 2.6% |
| iShares Trust-iShares U.S. Infrastructure ETF | Dec 31, 2025 | 785.6K | 22.1M | 2.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 723.6K | 20.4M | 2.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Dec 31, 2025 | 699.1K | 19.7M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 687.3K | 19.4M | 2.1% |
| Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE | Sep 30, 2025 | 494.2K | 13.9M | 1.5% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Oct 31, 2025 | 453.1K | 12.8M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.