Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.9M | 134.6M | 5.6% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 966.0K | 68.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 954.2K | 67.1M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 817.8K | 57.5M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 808.0K | 56.8M | 2.4% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 492K | 34.6M | 1.4% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 388.2K | 27.3M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 354.7K | 25.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 343.0K | 24.1M | 1% |
| Amplify ETF Trust-Amplify Blockchain Technology ETF | Dec 31, 2025 | 309.3K | 21.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.