Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 389.2K | 3.0M | 3.1% |
| Saba Capital Income & Opportunities Fund | Jul 31, 2025 | 188.5K | 1.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 132.6K | 1.0M | 1.0% |
| Saba Capital Income & Opportunities Fund II | Jul 31, 2025 | 130.6K | 999.1K | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 70.3K | 537.7K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 68.9K | 527.4K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 57.0K | 435.9K | 0.5% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 39.6K | 303.3K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 29.9K | 228.9K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 27.7K | 211.6K | 0.2% |
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