Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 5.7M | 42.1M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 4.8M | 35.2M | 1.7% |
| iShares Trust-iShares Global Clean Energy ETF | Apr 30, 2026 | 3.8M | 28.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 2.3M | 16.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 1.7M | 12.8M | 0.6% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd | May 31, 2026 | 1.4M | 10.4M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 1.3M | 9.7M | 0.5% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Apr 30, 2026 | 1.2M | 9.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 1.1M | 8.0M | 0.4% |
| NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF | Mar 31, 2026 | 942.5K | 7.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.