Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 6.5M | 33.3M | 2.0% |
| New World Fund Inc | Mar 31, 2026 | 2.7M | 13.9M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.6M | 13.3M | 0.8% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Feb 28, 2026 | 2.5M | 12.6M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 2.3M | 11.9M | 0.7% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 1.2M | 6.3M | 0.4% |
| GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources | Feb 28, 2026 | 912.7K | 4.7M | 0.3% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jan 31, 2026 | 741.2K | 3.8M | 0.2% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 732.1K | 3.8M | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 670.8K | 3.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.