Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.8M | 72.8M | 6.1% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 950K | 39.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 934.6K | 38.9M | 3.3% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | Dec 31, 2025 | 854.6K | 35.5M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 685.6K | 28.5M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 676.8K | 28.2M | 2.4% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jan 31, 2026 | 655.0K | 27.2M | 2.3% |
| FMI Funds Inc-Common Stock Fund | Dec 31, 2025 | 550K | 22.9M | 1.9% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Feb 28, 2026 | 473.3K | 19.7M | 1.7% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | Dec 31, 2025 | 386K | 16.1M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.