Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 1.5M | 250.3M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 755.1K | 127.3M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 588.8K | 99.3M | 2.4% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 505.9K | 85.3M | 2.0% |
| Putnam Funds Trust-Putnam Small Cap Growth Fund | Dec 31, 2025 | 300.6K | 50.7M | 1.2% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 290.3K | 48.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 267.0K | 45.0M | 1.1% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 242.5K | 40.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 233.2K | 39.3M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Mar 31, 2026 | 223.8K | 37.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.