Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 782.1K | 84.1M | 3.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 660K | 71.0M | 2.7% |
| SmallCap World Fund Inc | Dec 31, 2025 | 622.2K | 66.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 575.4K | 61.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 558.0K | 60.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 360.1K | 38.7M | 1.5% |
| AMG Funds IV-AMG River Road Small Cap Value Fund | Jan 31, 2026 | 338.0K | 36.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 265.6K | 28.6M | 1.1% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 257.9K | 27.7M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 237.4K | 25.5M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.