Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 2.1M | 16.6M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 13.0M | 3.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jan 31, 2026 | 1.5M | 12.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 10.1M | 2.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 772.4K | 6.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 563.0K | 4.5M | 1.1% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Oct 31, 2025 | 509.6K | 4.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 511.5K | 4.1M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 465.3K | 3.8M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 436.7K | 3.5M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.