Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 967.0K | 127.3M | 6.0% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 720.8K | 94.9M | 4.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 491.7K | 64.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 486.2K | 64.0M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 384.7K | 50.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 349.9K | 46.1M | 2.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jan 31, 2026 | 338.0K | 44.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 225.3K | 29.6M | 1.4% |
| iShares Trust-iShares U.S. Infrastructure ETF | Jan 31, 2026 | 184.8K | 24.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 173.3K | 22.8M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.