Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.5M | 84.4M | 5.2% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 1.9M | 64.8M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 47.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.0M | 33.9M | 2.1% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 532.6K | 17.9M | 1.1% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund | Dec 31, 2025 | 465.1K | 15.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 451.5K | 15.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 406.5K | 13.7M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 377.7K | 12.7M | 0.8% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Jan 31, 2026 | 349.9K | 11.8M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.