Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 3.1M | 7.2B | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 3.8B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 2.9B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 2.7B | 2.3% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Dec 31, 2025 | 700K | 1.6B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 665.6K | 1.5B | 1.3% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Feb 28, 2026 | 611.9K | 1.4B | 1.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 571.9K | 1.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 560.3K | 1.3B | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 505.8K | 1.2B | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.