Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 1.8M | 75.4M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Feb 28, 2026 | 1.1M | 48.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 923.8K | 39.6M | 0.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 766.5K | 32.9M | 0.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 722.5K | 31.0M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 710.9K | 30.5M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 656.3K | 28.1M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 422.6K | 18.1M | 0.3% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | Jan 31, 2026 | 398.9K | 17.1M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 309.9K | 13.3M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.