Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 747.5K | 72.3M | 4.2% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Dec 31, 2025 | 599.1K | 57.9M | 3.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 429.9K | 41.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 393.0K | 38.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 299.5K | 29.0M | 1.7% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 280.1K | 27.1M | 1.6% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Dec 31, 2025 | 238.5K | 23.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 133.6K | 12.9M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 123.1K | 11.9M | 0.7% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 112.2K | 10.9M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.