Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.7M | 2.2B | 4.9% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.5M | 1.9B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 987.4K | 1.3B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 708.0K | 936.3M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 665.6K | 880.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 455.8K | 602.8M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 441.7K | 584.1M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 432.6K | 572.1M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 411.9K | 544.8M | 1.2% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 307.7K | 407.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.