Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 1.2M | 122.8K | 3.2% |
| SCM Trust-ICON Natural Resources and Infrastructure Fund | Dec 31, 2025 | 1M | 105.0K | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 760.2K | 79.8K | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 370.7K | 38.9K | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 355.4K | 37.3K | 1.0% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 328.5K | 34.5K | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 279.6K | 29.4K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 186.4K | 19.6K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 167.5K | 17.6K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 94.2K | 9.9K | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.