Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.1M | 62.8M | 6.1% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Dec 31, 2025 | 603.7K | 34.7M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 570.0K | 32.8M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 435.0K | 25.0M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 428.9K | 24.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 411.9K | 23.7M | 2.3% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 400K | 23M | 2.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 242.9K | 14.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 231.7K | 13.3M | 1.3% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Feb 28, 2026 | 212.0K | 12.2M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.