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 | 130.7M | 7.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.1M | 99.2M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 49.1M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 840.2K | 40.3M | 2.4% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 820.4K | 39.3M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 804.6K | 38.6M | 2.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 592.9K | 28.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 372.6K | 17.9M | 1.1% |
| ROYCE MICRO-CAP TRUST, INC. | Dec 31, 2025 | 361.0K | 17.3M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 334.1K | 16.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.