Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.2M | 43.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 537.2K | 19.6M | 1.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 427.2K | 15.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 380.2K | 13.8M | 0.9% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 328.0K | 11.9M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 213.3K | 7.8M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 213.9K | 7.8M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 211.4K | 7.7M | 0.5% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 178.6K | 6.5M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 178.3K | 6.5M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.