Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.1M | 471.6M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 311.5M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.6M | 243.3M | 2% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Apr 30, 2026 | 1.5M | 221.6M | 1.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.3M | 202.9M | 1.7% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.3M | 198.8M | 1.6% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 1.1M | 163.1M | 1.3% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Dec 31, 2025 | 942.2K | 143.1M | 1.2% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Apr 30, 2026 | 838.2K | 127.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 693.0K | 105.2M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.