Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 3.7M | 121.0M | 6.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Aug 31, 2026 | 1.7M | 55.0M | 2.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 1.5M | 48.5M | 2.4% |
| iShares Trust-iShares Global Clean Energy ETF | Aug 31, 2026 | 1.2M | 40.5M | 2.0% |
| Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF | Aug 31, 2026 | 1.1M | 37.3M | 1.9% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Aug 31, 2026 | 792.7K | 25.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 697.0K | 22.8M | 1.1% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Jun 30, 2026 | 662.1K | 21.6M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Aug 31, 2026 | 573.2K | 18.7M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF | Aug 31, 2026 | 480.5K | 15.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.