Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 1.4M | 180.3M | 7.7% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 1.0M | 133.5M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 569.9K | 74.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 442.6K | 58.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 407.1K | 53.5M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 377.1K | 49.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 229.9K | 30.2M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 185.0K | 24.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 181.8K | 23.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 174.5K | 22.9M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.