Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 8.4M | 100.6M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 53.3M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.1M | 37.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.1M | 37.5M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 2.7M | 32.1M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.1M | 25.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.0M | 24.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 18.0M | 0.8% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 1.5M | 17.8M | 0.8% |
| Principal Funds, Inc-SmallCap Fund | Jan 31, 2026 | 1.5M | 17.4M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.