Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 1.8M | 26.7M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 890.7K | 13.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 688.4K | 10.2M | 2.3% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 537K | 7.9M | 1.8% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 512.3K | 7.6M | 1.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 441.5K | 6.5M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 360.7K | 5.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 325.9K | 4.8M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Mar 31, 2026 | 297.5K | 4.4M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Retail ETF | Mar 31, 2026 | 293.1K | 4.3M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.