Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Feb 28, 2026 | 931.7K | 31.5M | 3.7% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 612.8K | 20.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 524.4K | 17.7M | 2.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 490.8K | 16.6M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 455.0K | 15.4M | 1.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 249.0K | 8.4M | 1.0% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Oct 31, 2025 | 242.7K | 8.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 213.6K | 7.2M | 0.8% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 197.6K | 6.7M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 184.8K | 6.2M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.