Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 1.4M | 302.7M | 6.6% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.3M | 274.1M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 663.9K | 143.4M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 503.1K | 108.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 478.0K | 103.3M | 2.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 425.1K | 91.8M | 2.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 423.4K | 91.5M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 308.2K | 66.6M | 1.5% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 270.1K | 58.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 227.0K | 49.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.