Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 693.3K | 398.3M | 5.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 409.2K | 235.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 320.0K | 183.8M | 2.3% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 216.3K | 124.3M | 1.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 185.1K | 106.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 148.8K | 85.5M | 1.1% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 131.0K | 75.3M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 130.1K | 74.7M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 120.7K | 69.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 113.2K | 65.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.