Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.6M | 337.0M | 6.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 851.5K | 176.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 826.3K | 171.3M | 3.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 660.7K | 137.0M | 2.5% |
| FMI Funds Inc-Common Stock Fund | Dec 31, 2025 | 645K | 133.7M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 639.0K | 132.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 607.5K | 126.0M | 2.3% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 450.2K | 93.3M | 1.7% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 426.7K | 88.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 391.8K | 81.2M | 1.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.