Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Baron Small Cap Fund | Jun 30, 2023 | 3.1M | 76.8M | 5.5% |
| Vanguard Total Stock Market Index Fund | Jun 30, 2023 | 1.9M | 47.2M | 3.3% |
| Vanguard Small-Cap Index Fund | Jun 30, 2023 | 1.6M | 40.8M | 2.9% |
| Advisors Inner Circle Fund II-Champlain Small Company Fund | Jun 30, 2023 | 1.4M | 34.2M | 2.4% |
| iShares Russell 2000 ETF | Aug 31, 2023 | 1.4M | 36.1M | 2.4% |
| Fidelity Small Cap Growth Fund | Jul 31, 2023 | 1.1M | 27.5M | 1.9% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2023 | 992.0K | 24.6M | 1.7% |
| Loomis Sayles Small Cap Growth Fund | Jun 30, 2023 | 970.1K | 24.0M | 1.7% |
| Janus Henderson Venture Fund | Jun 30, 2023 | 950.7K | 23.6M | 1.7% |
| Vanguard Small-Cap Growth Index Fund | Jun 30, 2023 | 942.4K | 23.4M | 1.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.