Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 2.6M | 218.2M | 6.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 108.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.0M | 86.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 944.7K | 78.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 532.6K | 44.2M | 1.3% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Dec 31, 2025 | 489.4K | 40.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 466.8K | 38.7M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Feb 28, 2026 | 421.0K | 34.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 414.4K | 34.4M | 1.0% |
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Dec 31, 2025 | 400K | 33.2M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.