Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 4.2M | 377.6M | 8.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 1.9M | 169.8M | 3.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.8M | 160.4M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 125.4M | 2.7% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 758.3K | 68.0M | 1.5% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Dec 31, 2025 | 632.6K | 56.8M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Mar 31, 2026 | 636.2K | 57.1M | 1.2% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Mar 31, 2026 | 603.7K | 54.2M | 1.2% |
| iShares Trust-iShares Russell 2000 Growth ETF | Mar 31, 2026 | 601.8K | 54.0M | 1.2% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Mar 31, 2026 | 564.6K | 50.7M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.