Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 707.5K | 9.1M | 2.2% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 692.8K | 8.9M | 2.2% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jan 31, 2026 | 499.2K | 6.4M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 389.0K | 5.0M | 1.2% |
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Dec 31, 2025 | 372.2K | 4.8M | 1.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 309.5K | 4.0M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 226.7K | 2.9M | 0.7% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 219.4K | 2.8M | 0.7% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jan 31, 2026 | 200.1K | 2.6M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 189.6K | 2.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.