Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 1.0M | 829.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 911.6K | 742.0M | 3.0% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Apr 30, 2026 | 760.7K | 619.1M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 723.7K | 589.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 662.2K | 539.0M | 2.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 577.2K | 469.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 373.7K | 304.2M | 1.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 339.1K | 276.0M | 1.1% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 338.0K | 275.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 331.0K | 269.4M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.