Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.7M | 274.4M | 5.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 2.8M | 164.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 138.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.7M | 101.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 99.8M | 1.9% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Feb 28, 2026 | 1.3M | 73.6M | 1.4% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.1M | 66.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 64.4M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 1.0M | 58.6M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 956.6K | 55.5M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.