Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.5M | 90.2M | 6.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 1.8M | 65.0M | 4.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.7M | 62.5M | 4.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 1.4M | 52.0M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 47.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 38.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 921.4K | 33.9M | 2.3% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 826.5K | 30.4M | 2.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 702.9K | 25.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 595.3K | 21.9M | 1.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.