Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 1.6M | 183.2M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 826.6K | 92.4M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 713.4K | 79.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 597.3K | 66.7M | 2.1% |
| Ariel Investment Trust-Ariel Fund | Jun 30, 2026 | 471.8K | 52.7M | 1.6% |
| Columbia Funds Series Trust I-Columbia Small Cap Growth Fund | May 31, 2026 | 434.1K | 48.5M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Aug 31, 2026 | 357.4K | 39.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 343.8K | 38.4M | 1.2% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Jun 30, 2026 | 331K | 37.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 308.3K | 34.5M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.