Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 2.4M | 4.4B | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 2.2B | 3.0% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.2M | 2.1B | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 949.4K | 1.7B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 867.3K | 1.6B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 488.8K | 887.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 434.3K | 788.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 376.5K | 683.8M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Mar 31, 2026 | 364.5K | 661.9M | 0.9% |
| Columbia Funds Series Trust I-Columbia Small Cap Growth Fund | Nov 30, 2025 | 355.0K | 644.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.