Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Victory Portfolios-Victory Global Energy Transition Fund | Dec 31, 2025 | 3.1M | 60.5M | 7.4% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jan 31, 2026 | 1.5M | 28.9M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 25.4M | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.2M | 22.6M | 2.8% |
| iShares Trust-iShares U.S. Infrastructure ETF | Jan 31, 2026 | 952.9K | 18.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 827.2K | 16.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 375.8K | 7.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 334.0K | 6.5M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 318.9K | 6.3M | 0.8% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Oct 31, 2025 | 275.6K | 5.4M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.