Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.5M | 75.3M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 40.4M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 31.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 28.4M | 2.2% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 975.1K | 20.9M | 1.6% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 881.5K | 18.9M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 862.8K | 18.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 746.8K | 16.0M | 1.3% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 644.0K | 13.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 629.0K | 13.5M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.