Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 6.1M | 24.3M | 2% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 3.4M | 13.3M | 1.1% |
| New World Fund Inc | Sep 30, 2025 | 2.7M | 10.7M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 2.5M | 9.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 2.2M | 8.6M | 0.7% |
| ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND | Jul 31, 2025 | 1.3M | 5.3M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 1.0M | 4.1M | 0.3% |
| Global Opportunities Portfolio | Jul 31, 2025 | 724.1K | 2.9M | 0.2% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund | Jul 31, 2025 | 738.5K | 2.9M | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 561.9K | 2.2M | 0.2% |
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