Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund | Mar 31, 2026 | 923.9K | 12.4M | 1.9% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Mar 31, 2026 | 795K | 10.7M | 1.6% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 384.6K | 5.2M | 0.8% |
| VELA Funds-VELA Small Cap Fund | Mar 31, 2026 | 376.8K | 5.0M | 0.8% |
| Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund | Jan 31, 2026 | 243.9K | 3.3M | 0.5% |
| Bridge Builder Trust-Bridge Builder Tax Managed Small/Mid Cap Fund | Dec 31, 2025 | 232.7K | 3.1M | 0.5% |
| Trust for Professional Managers-Column Small Cap Select Fund | Mar 31, 2026 | 226.7K | 3.0M | 0.5% |
| Unified Series Trust-BALLAST SMALL/MID CAP ETF | Dec 31, 2025 | 122.3K | 1.6M | 0.3% |
| VELA Funds-VELA International Fund | Mar 31, 2026 | 101.9K | 1.4M | 0.2% |
| MORGAN STANLEY PATHWAY Fd.S-Morgan Stanley Pathway Small-Mid Cap Eqy. | Feb 28, 2026 | 85.0K | 1.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.