Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 9.3M | 222.9M | 6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.1M | 120.6M | 3.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 4.6M | 110.1M | 3.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Feb 28, 2026 | 4.0M | 94.9M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 3.9M | 93.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.6M | 85.4M | 2.3% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 2.9M | 68.2M | 1.8% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Jan 31, 2026 | 2.3M | 55.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.3M | 55.1M | 1.5% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 2.2M | 53.6M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.