Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 5.2M | 29.2M | 6.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Mar 31, 2026 | 4.3M | 24.1M | 5.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 3.6M | 20.3M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 15.2M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 2.1M | 11.7M | 2.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.2M | 7.0M | 1.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 1.1M | 6.3M | 1.3% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Mar 31, 2026 | 1.1M | 6.3M | 1.3% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jan 31, 2026 | 1.0M | 5.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 915.4K | 5.2M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.