Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 1.7M | 3.0B | 4.9% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Jun 30, 2026 | 1.2M | 2.2B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 983.5K | 1.8B | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 720.2K | 1.3B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 709.7K | 1.3B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 449.0K | 810.3M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Jun 30, 2026 | 424.6K | 766.2M | 1.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2026 | 380.6K | 686.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 315.4K | 569.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 308.6K | 556.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.