Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.4M | 176.2M | 4.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.7M | 122.4M | 3.4% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 1.6M | 118.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 112.7M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 951.3K | 68.7M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 691.2K | 49.9M | 1.4% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 679.6K | 49.1M | 1.4% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | Nov 30, 2025 | 627.5K | 45.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 561.3K | 40.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 436.0K | 31.5M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.