Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 21.0M | 210.8M | 5.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 13.2M | 132.6M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 12.1M | 121.2M | 3.2% |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | Apr 30, 2026 | 10.8M | 108.4M | 2.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Mar 31, 2026 | 10.0M | 100.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 9.1M | 91.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 8.8M | 87.7M | 2.3% |
| VanEck ETF Trust-VanEck Oil Services ETF | Jun 30, 2026 | 6.3M | 62.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 5.6M | 55.8M | 1.5% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | May 31, 2026 | 5.0M | 50.0M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.