Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 226.6M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 974.3K | 164.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 972.8K | 163.9M | 1.9% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 603.2K | 101.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 549.1K | 92.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 456.3K | 76.9M | 0.9% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 439.7K | 74.1M | 0.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 408.3K | 68.8M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 397.1K | 66.9M | 0.8% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Dec 31, 2025 | 355.7K | 59.9M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.