Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 544.2M | 2.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.0M | 542.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 395.3M | 1.8% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 1.1M | 307.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 807.8K | 222.9M | 1.0% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 749.8K | 206.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 660.6K | 182.3M | 0.8% |
| -Victory Pioneer Fund | Dec 31, 2025 | 617.1K | 170.3M | 0.8% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Feb 28, 2026 | 542.1K | 149.6M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Jan 31, 2026 | 452.8K | 125.0M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.