Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 9.4M | 180.2M | 3.8% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Mar 31, 2026 | 5.3M | 101.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 4.6M | 89.4M | 1.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.6M | 69.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 3.4M | 64.9M | 1.4% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Apr 30, 2026 | 2.7M | 52.0M | 1.1% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Mar 31, 2026 | 2.6M | 49.7M | 1.1% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 2.4M | 46.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 2.1M | 41.3M | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Mar 31, 2026 | 1.9M | 35.7M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.