Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 6.0M | 185.4M | 6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.0M | 93.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 87.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.3M | 71.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.0M | 62.2M | 2.0% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 1.9M | 59.4M | 1.9% |
| AIM Growth Series -Invesco Main Street Small Cap Fd. | Dec 31, 2025 | 1.3M | 40.6M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.2M | 37.5M | 1.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.1M | 35.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 33.2M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.