Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.7M | 208.4M | 6.0% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 2.0M | 153.9M | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 103.1M | 3.0% |
| Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF | Feb 28, 2026 | 1.1M | 87.4M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.1M | 84.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 81.1M | 2.3% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 613.3K | 46.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 486.4K | 37.1M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 441.1K | 33.6M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 432.2K | 32.9M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.