Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | May 31, 2026 | 2.4M | 108.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.1M | 50.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2026 | 974.0K | 44.5M | 0.9% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Apr 30, 2026 | 817.4K | 37.3M | 0.8% |
| iShares Trust-iShares Biotechnology ETF | May 31, 2026 | 700.5K | 32.0M | 0.6% |
| MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund | Mar 31, 2026 | 686.2K | 31.3M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | May 31, 2026 | 584.5K | 26.7M | 0.5% |
| Vanguard Explorer Fund | Apr 30, 2026 | 562.6K | 25.7M | 0.5% |
| Columbia Acorn Trust-Columbia Acorn Fund | Mar 31, 2026 | 512.4K | 23.4M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2026 | 509.2K | 23.2M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.