Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Jan 31, 2026 | 3.2M | 29.0M | 8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 11.5M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.0M | 9.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 947.1K | 8.5M | 2.3% |
| Cambria ETF Trust-Cambria Shareholder Yield ETF | Feb 28, 2026 | 882.5K | 7.9M | 2.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 804.2K | 7.2M | 2.0% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 606.8K | 5.4M | 1.5% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 590.6K | 5.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 438.9K | 3.9M | 1.1% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 442.2K | 4.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.