Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 2.7M | 206.4M | 7.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 2.1M | 156.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 77.5M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 861.4K | 65.2M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 825.9K | 62.5M | 2.4% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 820.4K | 62.1M | 2.4% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 592.9K | 44.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 372.6K | 28.2M | 1.1% |
| ROYCE MICRO-CAP TRUST, INC. | Dec 31, 2025 | 361.0K | 27.3M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Mar 31, 2026 | 338.6K | 25.6M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.