Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.6M | 163.0M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 84.7M | 3.1% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 1.5M | 70.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 64.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 61.4M | 2.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 865.5K | 39.3M | 1.5% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Jan 31, 2026 | 797.6K | 36.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 761.7K | 34.6M | 1.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 732.2K | 33.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 643.3K | 29.2M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.