Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Mar 31, 2024 | 6.7M | 19.3M | 5.1% |
| Brown Capital Management Small Company Fund | Dec 31, 2023 | 4.5M | 13.1M | 3.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2023 | 3.3M | 9.5M | 2.5% |
| iShares Russell 2000 ETF | Mar 31, 2024 | 3.0M | 8.5M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2023 | 2.8M | 8.0M | 2.1% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2023 | 1.5M | 4.4M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2023 | 1.5M | 4.4M | 1.2% |
| Fidelity Small Cap Index Fund | Feb 29, 2024 | 1.2M | 3.6M | 0.9% |
| iShares S&P Smallcap 600 Value ETF | Mar 31, 2024 | 1.2M | 3.5M | 0.9% |
| iShares Russell 2000 Growth ETF | Mar 31, 2024 | 1.1M | 3.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.