Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 1.2M | 1.3B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 1.1B | 3.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Feb 28, 2026 | 817.8K | 867.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 818.1K | 867.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 764.7K | 810.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 493.8K | 523.6M | 1.5% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Feb 28, 2026 | 474.8K | 503.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 364.2K | 386.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 326.3K | 346.0M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 290.5K | 308.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.