Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 3.5M | 142.4M | 6.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 2.6M | 103.1M | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 71.1M | 3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.5M | 59.5M | 2.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.4M | 56.2M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.4M | 55.7M | 2.4% |
| Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF | Apr 30, 2026 | 1.1M | 43.4M | 1.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 873.1K | 35.1M | 1.5% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 683.2K | 27.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 636.5K | 25.6M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.