Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.3M | 490.4M | 6% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 2.2M | 338.0M | 4.1% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 1.8M | 271.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 244.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.3M | 194.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 175.5M | 2.2% |
| Vanguard Explorer Fund | Oct 31, 2025 | 814.0K | 122.6M | 1.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 762.3K | 114.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 751.0K | 113.2M | 1.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 717.6K | 108.1M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.