Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 5.4M | 30.1M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.4M | 18.9M | 1.5% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 3.2M | 18.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 17.0M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.8M | 15.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 12.6M | 1.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.2M | 12.1M | 1.0% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | Dec 31, 2025 | 1.7M | 9.4M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 1.5M | 8.2M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 8.1M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.