Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 383.4K | 42.6M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 205.6K | 22.8M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 182.0K | 20.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 158.0K | 17.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 145.8K | 16.2M | 2.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 141.2K | 15.7M | 2.1% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jan 31, 2026 | 96.8K | 10.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 93.9K | 10.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 68.0K | 7.5M | 1.0% |
| Vanguard Explorer Fund | Oct 31, 2025 | 66.7K | 7.4M | 1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.