Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR SERIES TRUST-SPDR S&P Kensho New Economies Composite ETF | Sep 30, 2025 | 7.1M | 14.0M | 5.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 4.4M | 8.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 8.0M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.3M | 6.5M | 2.6% |
| SCM Trust-ICON Natural Resources and Infrastructure Fund | Sep 30, 2025 | 2.6M | 5.1M | 2.0% |
| ARK ETF Trust-The 3D Printing ETF | Sep 30, 2025 | 1.7M | 3.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 2.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.4M | 2.7M | 1.1% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.2M | 2.3M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 680.3K | 1.3M | 0.5% |
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Holders
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Ultra plan.