Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 2.2M | 19.6M | 4.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Apr 30, 2026 | 1.8M | 16.3M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 14.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.3M | 11.6M | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 992.5K | 9.0M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 563.0K | 5.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 510.6K | 4.6M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 465.3K | 4.2M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 443.6K | 4.0M | 0.9% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 376.5K | 3.4M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.