Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.4M | 249.6M | 6.1% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.4M | 176.2M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 121.7M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 100.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 89.4M | 2.2% |
| Vanguard Explorer Fund | Oct 31, 2025 | 983.5K | 73.0M | 1.8% |
| BARON SELECT FUNDS-Baron Real Estate Fund | Dec 31, 2025 | 714.1K | 53.0M | 1.3% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 690K | 51.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 680.6K | 50.5M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 670.7K | 49.8M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.