Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.4M | 79.6M | 6.0% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 3.2M | 73.8M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 41.8M | 3.2% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 1.8M | 40.9M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 32.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 30.0M | 2.3% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Dec 31, 2025 | 1.1M | 25.9M | 2.0% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 931.5K | 21.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 836.8K | 19.3M | 1.5% |
| Williamsburg Investment Trust-Davenport Equity Opportunities Fund | Dec 31, 2025 | 723.8K | 16.7M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.