Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 1.3M | 143.6M | 6.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 840.6K | 89.9M | 3.8% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 772.6K | 82.7M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 688.3K | 73.7M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 548.0K | 58.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 511.6K | 54.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 329.4K | 35.2M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 320.2K | 34.3M | 1.4% |
| AB TRUST-AB Discovery Value Fund | Feb 28, 2026 | 318.0K | 34.0M | 1.4% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Dec 31, 2025 | 275K | 29.4M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.