Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.2M | 259.0M | 6.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 127.9M | 3.1% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 901.4K | 106.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 850.0K | 100.2M | 2.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 807.0K | 95.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 782.8K | 92.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 505.0K | 59.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 391.4K | 46.2M | 1.1% |
| Putnam Funds Trust-Putnam Small Cap Growth Fund | Dec 31, 2025 | 366.3K | 43.2M | 1.1% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 358.4K | 42.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.