Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 3.7M | 114.5M | 6.0% |
| Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF | Jun 30, 2026 | 1.5M | 46.6M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 1.5M | 45.9M | 2.4% |
| iShares Trust-iShares Global Clean Energy ETF | Jun 30, 2026 | 1.3M | 40.7M | 2.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 1.2M | 38.3M | 2.0% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Mar 31, 2026 | 1.0M | 31.4M | 1.7% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jun 30, 2026 | 754.0K | 23.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 667.5K | 20.6M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jun 30, 2026 | 559.9K | 17.3M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF | Jun 30, 2026 | 437.5K | 13.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.