Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 2.4M | 109.6M | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 65.3M | 2.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.3M | 57.6M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.0M | 45.2M | 2.0% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Dec 31, 2025 | 829.2K | 37.1M | 1.6% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 678.3K | 30.4M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 590.4K | 26.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 436.7K | 19.6M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Mar 31, 2026 | 420.3K | 18.8M | 0.8% |
| JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund | Dec 31, 2025 | 417.0K | 18.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.