Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.9M | 142.5M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 76.3M | 3.3% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 1.2M | 61.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 57.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 53.6M | 2.3% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 1.0M | 50.8M | 2.2% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 969.9K | 47.7M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 703.5K | 34.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 517.4K | 25.5M | 1.1% |
| SmallCap World Fund Inc | Dec 31, 2025 | 507.8K | 25.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.