Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 3.7M | 294.1M | 5.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.3M | 184.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 182.4M | 3.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 1.8M | 148.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 130.9M | 2.3% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.6M | 125.5M | 2.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.5M | 117.4M | 2.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 1.3M | 108.4M | 1.9% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 1.1M | 87.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.0M | 84.4M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.