Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 3.3M | 4.0B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 2.4B | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 1.8M | 2.1B | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 1.8B | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 1.7B | 1.7% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 1.1M | 1.3B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 918.8K | 1.1B | 1.1% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 646.3K | 787.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 592.8K | 722.1M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 580.1K | 706.6M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.