Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 1.7M | 155.5M | 4.9% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Mar 31, 2026 | 1.4M | 130.5M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.0M | 93.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 727.5K | 67.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 717.3K | 66.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 457.4K | 42.5M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 450.6K | 41.9M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Mar 31, 2026 | 441.1K | 41.0M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Apr 30, 2026 | 374.4K | 34.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 308.2K | 28.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.