Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 1.3M | 51.8M | 4.1% |
| Needham Funds Inc-Needham Aggressive Growth Fund | Dec 31, 2025 | 1.1M | 45.2M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 843.5K | 33.9M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 700.9K | 28.2M | 2.2% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Oct 31, 2025 | 678.0K | 27.2M | 2.1% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 656.9K | 26.4M | 2.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 540.2K | 21.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 320.9K | 12.9M | 1.0% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 301.6K | 12.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 290.4K | 11.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.