Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.4M | 124.5M | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 74.6M | 2.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.3M | 65.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 990.6K | 50.7M | 1.9% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 956.5K | 49.0M | 1.9% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 678.3K | 34.7M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 598.7K | 30.7M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 464.1K | 23.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 436.7K | 22.4M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 419.8K | 21.5M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.