Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.9M | 163.4M | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.6M | 88.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 85.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 61.5M | 2.3% |
| Vanguard Explorer Fund | Oct 31, 2025 | 805.7K | 44.8M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 640.4K | 35.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 623.9K | 34.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 527.1K | 29.3M | 1.1% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jan 31, 2026 | 522.9K | 29.1M | 1.1% |
| ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN MID CAP FUND | Dec 31, 2025 | 488K | 27.1M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.