Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 1.6M | 4.3B | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 826.3K | 2.2B | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 802.8K | 2.1B | 3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 677.4K | 1.8B | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 653.7K | 1.7B | 2.4% |
| FMI Funds Inc-Common Stock Fund | Dec 31, 2025 | 645K | 1.7B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 607.5K | 1.6B | 2.3% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 450.2K | 1.2B | 1.7% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 426.7K | 1.1B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 391.8K | 1.0B | 1.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.