Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 2.3M | 54.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.1M | 25.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 922.4K | 21.8M | 0.9% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Feb 28, 2026 | 817.4K | 19.3M | 0.8% |
| iShares Trust-iShares Biotechnology ETF | Apr 30, 2026 | 699.1K | 16.5M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 579.6K | 13.7M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 526.9K | 12.4M | 0.5% |
| Columbia Acorn Trust-Columbia Acorn Fund | Mar 31, 2026 | 512.4K | 12.1M | 0.5% |
| Vanguard Explorer Fund | Jan 31, 2026 | 506.4K | 11.9M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 480.9K | 11.3M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.