Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| U.S. GLOBAL INVESTORS FUNDS-USGI Gold and Precious Metals Fund | Dec 31, 2025 | 1.4M | 8.8M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.4M | 8.8M | 2.0% |
| VanEck ETF Trust-VanEck Junior Gold Miners ETF | Mar 31, 2026 | 1.2M | 7.6M | 1.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 580.3K | 3.6M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 483.7K | 3.0M | 0.7% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 295.3K | 1.8M | 0.4% |
| NORTHERN LIGHTS FUND TRUST II-Hodges Small Intrinsic Value Fund | Dec 31, 2025 | 166K | 1.0M | 0.2% |
| U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund | Dec 31, 2025 | 150K | 935.3K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 149.3K | 930.9K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 145.6K | 907.7K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.