Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 7.4M | 115.4M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 60.7M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.2M | 49.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 44.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 43.6M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.7M | 42.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 28.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.7M | 27.0M | 1.4% |
| Needham Funds Inc-Needham Aggressive Growth Fund | Dec 31, 2025 | 1.7M | 26.4M | 1.4% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Nov 30, 2025 | 1.7M | 25.8M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.