Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 1.7M | 186.5M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 868.1K | 96.1M | 2.9% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 843.5K | 93.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 654.3K | 72.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 623.9K | 69.0M | 2.1% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | Dec 31, 2025 | 389.9K | 43.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 351.6K | 38.9M | 1.2% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | Dec 31, 2025 | 352.4K | 39.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 300.0K | 33.2M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 267.3K | 29.6M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.