Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 1.7M | 71.8M | 7.1% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.5M | 63.8M | 6.3% |
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Dec 31, 2025 | 801.5K | 34.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 763.6K | 32.5M | 3.2% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Dec 31, 2025 | 641.9K | 27.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 561.9K | 23.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 537.8K | 22.9M | 2.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 490.3K | 20.8M | 2.1% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | Dec 31, 2025 | 343.8K | 14.6M | 1.5% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 310.2K | 13.2M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.