Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.1M | 42.2M | 6.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 574.4K | 22.1M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 480.2K | 18.4M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 457.6K | 17.6M | 2.6% |
| Templeton Global Smaller Companies Fund | Nov 30, 2025 | 398.2K | 15.3M | 2.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 250.2K | 9.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 198.2K | 7.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 181.1K | 7.0M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 167.0K | 6.4M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 163.6K | 6.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.