Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.2M | 247.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 237.4M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 944.2K | 187.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 851.0K | 169.2M | 1.9% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 586.6K | 116.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 548.9K | 109.1M | 1.3% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 535.3K | 106.4M | 1.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 488.6K | 97.1M | 1.1% |
| FMI Funds Inc-Common Stock Fund | Dec 31, 2025 | 480K | 95.4M | 1.1% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Jan 31, 2026 | 425.4K | 84.6M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.