Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 3.2M | 419.8M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.7M | 219.4M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 1.2M | 162.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.2M | 158.9M | 2.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Mar 31, 2026 | 929.5K | 123.2M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 670.0K | 88.8M | 1.3% |
| BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd. | Mar 31, 2026 | 660K | 87.5M | 1.3% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Mar 31, 2026 | 592.3K | 78.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 580.5K | 77.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 511.3K | 67.8M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.