Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 885.7K | 16.5M | 2.8% |
| Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF | Dec 31, 2025 | 739.6K | 13.8M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 633.2K | 11.8M | 2.0% |
| ROYCE SMALL-CAP TRUST, INC. | Dec 31, 2025 | 496.7K | 9.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 334.3K | 6.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 262.5K | 4.9M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 260.5K | 4.9M | 0.8% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 247.8K | 4.6M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 219.0K | 4.1M | 0.7% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 219.3K | 4.1M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.