Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 1.7M | 122.4M | 4.9% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Mar 31, 2026 | 1.4M | 101.8M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.0M | 72.6M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 717.3K | 52.0M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 655.1K | 47.5M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 457.4K | 33.2M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 441.7K | 32.0M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 432.6K | 31.4M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 411.9K | 29.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 308.2K | 22.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.