Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 81.7M | 2.5% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 1.1M | 59.2M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.0M | 56.3M | 1.7% |
| Principal Funds, Inc-SmallCap Fund | Jan 31, 2026 | 608.5K | 34.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 494.6K | 27.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 410.1K | 22.9M | 0.7% |
| Voya Equity Trust-Voya Small Cap Growth Fund | Nov 30, 2025 | 401.9K | 22.4M | 0.7% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 395.6K | 22.1M | 0.7% |
| Virtus Asset Trust-Virtus Ceredex Mid-Cap Value Equity Fund | Dec 31, 2025 | 390K | 21.8M | 0.7% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Dec 31, 2025 | 366.9K | 20.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.