Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 963.9K | 930.2K | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 878.1K | 847.4K | 1.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 492.2K | 475.0K | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 424.4K | 409.6K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 387.8K | 374.3K | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 383.5K | 370.1K | 0.7% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 226.8K | 218.9K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 114.6K | 110.6K | 0.2% |
| ETF Opportunities Trust-Kingsbarn Dividend Opportunity ETF | Jan 31, 2026 | 107.9K | 104.1K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 112.2K | 108.3K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.