Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 1.3M | 43.1M | 5.7% |
| ROYCE FUND-Royce Small-Cap Special Equity Fund | Mar 31, 2026 | 1.0M | 35.0M | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 673.9K | 22.8M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 489.1K | 16.5M | 2.2% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Mar 31, 2026 | 484K | 16.4M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 292.4K | 9.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 231.2K | 7.8M | 1.0% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Feb 28, 2026 | 223.6K | 7.6M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 208.0K | 7.0M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | May 31, 2026 | 199.5K | 6.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.