Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.3M | 165.9M | 3.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.2M | 162.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 155.5M | 2.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.3M | 127.6M | 2.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 3.2M | 122.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.1M | 119.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.9M | 111.7M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.0M | 77.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.9M | 72.0M | 1.3% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Dec 31, 2025 | 1.8M | 69.3M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.