Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 445.1K | 48.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 328.0K | 35.7M | 2.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Jan 31, 2026 | 266.6K | 29.1M | 1.8% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Feb 28, 2026 | 224.8K | 24.5M | 1.5% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 174.6K | 19.0M | 1.2% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 151.2K | 16.5M | 1.0% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund | Dec 31, 2025 | 151.5K | 16.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 149.0K | 16.2M | 1.0% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 139.5K | 15.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 133.2K | 14.5M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.