Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 29.2M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 859.5K | 22.4M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 702.6K | 18.3M | 0.5% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 573.9K | 15.0M | 0.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 484.9K | 12.6M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 453.9K | 11.8M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 394.2K | 10.3M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 360.9K | 9.4M | 0.3% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 296.2K | 7.7M | 0.2% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Jan 31, 2026 | 243.6K | 6.3M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.