Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | Dec 31, 2025 | 15.7M | 172.7M | 3.1% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Feb 28, 2026 | 9.9M | 109.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 6.2M | 68.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 5.2M | 56.9M | 1.0% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Feb 28, 2026 | 5.0M | 55.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 41.9M | 0.7% |
| MUTUAL FUND SERIES TRUST-Catalyst Energy Infrastructure Fund | Dec 31, 2025 | 2.9M | 31.6M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 2.5M | 27.6M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 2.2M | 24.3M | 0.4% |
| Fidelity Select Portfolios-Select Energy Portfolio | Feb 28, 2026 | 1.5M | 16.0M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.