Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 4.6M | 2.3B | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.3M | 2.2B | 5.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 3.0M | 1.5B | 4.0% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 2.8M | 1.5B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 1.2B | 3.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.8M | 929.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 894.8M | 2.3% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Mar 31, 2026 | 1.5M | 754.0M | 1.9% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 1.4M | 717.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 577.8M | 1.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.