Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.9M | 262.9M | 6.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.2M | 169.1M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 994.8K | 139.3M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 748.0K | 104.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 707.4K | 99.0M | 2.3% |
| SmallCap World Fund Inc | Dec 31, 2025 | 633.1K | 88.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 456.2K | 63.9M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 446.4K | 62.5M | 1.5% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 435.5K | 61.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 335.4K | 47.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.