Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 30.6M | 1.8% |
| MUTUAL FUND SERIES TRUST-Catalyst Energy Infrastructure Fund | Dec 31, 2025 | 4.6M | 30.0M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.3M | 21.3M | 1.2% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Jan 31, 2026 | 1.7M | 11.3M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 9.8M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.3M | 8.5M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 1.2M | 7.5M | 0.4% |
| Ultimus Managers Trust-Westwood Salient MLP & Energy | Jan 31, 2026 | 1.1M | 7.1M | 0.4% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Nov 30, 2025 | 908.4K | 5.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 744.0K | 4.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.