Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 646.9K | 83.5M | 5.0% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 475.1K | 61.3M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 350.6K | 45.2M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 271.9K | 35.1M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 256.7K | 33.1M | 2.0% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 157.9K | 20.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 115.8K | 14.9M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 104.6K | 13.5M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 97.3K | 12.5M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 91.0K | 11.7M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.