Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 2.8M | 33.6M | 3.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 2.1M | 25.5M | 3.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.7M | 20.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 20.3M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.4M | 16.8M | 2.0% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Dec 31, 2025 | 1.3M | 16.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 14.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 787.4K | 9.4M | 1.1% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 714.9K | 8.6M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 554.7K | 6.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.