Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 7.8M | 221.8M | 3.3% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 7.4M | 208.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 102.6M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.0M | 85.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 73.7M | 1.1% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 2.5M | 70.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.4M | 68.4M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.3M | 66.2M | 1.0% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Feb 28, 2026 | 2.2M | 62.9M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Feb 28, 2026 | 2.1M | 59.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.