Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 9.2M | 4.3B | 3.8% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Dec 31, 2025 | 5.3M | 2.5B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 2.2B | 1.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.6M | 1.7B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 1.6B | 1.4% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 2.6M | 1.2B | 1.1% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 2.4M | 1.1B | 1.0% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Feb 28, 2026 | 2.3M | 1.1B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 1.0B | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Jan 31, 2026 | 1.9M | 874.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.