Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 9.1M | 124.2M | 7.3% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 6.6M | 90.9M | 5.4% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 5.2M | 71.2M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.4M | 45.9M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.6M | 35.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.4M | 32.8M | 1.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.7M | 22.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 21.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 16.2M | 1.0% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 1.1M | 15.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.