Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 26.9M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.4M | 20.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 19.0M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 10.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 9.2M | 0.9% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jan 31, 2026 | 1.5M | 8.8M | 0.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.5M | 8.8M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.4M | 8.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 1.2M | 7.1M | 0.7% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 919.1K | 5.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.