Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 5.6M | 605.5M | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.7M | 507.9M | 5.0% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 3.6M | 397.4M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 316.8M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.3M | 245.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 228.8M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 2.1M | 227.1M | 2.2% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Feb 28, 2026 | 1.5M | 165.9M | 1.6% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 1.2M | 130.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.2M | 129.1M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.