Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Dec 31, 2025 | 5.2M | 2.9B | 6.5% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.8M | 2.7B | 6.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 2.8M | 1.5B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 1.4B | 3.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.3M | 1.2B | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.9M | 1.0B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 1.0B | 2.3% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | Dec 31, 2025 | 1.3M | 717.6M | 1.6% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Jan 31, 2026 | 1.2M | 669.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 647.0M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.