Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 1.3M | 44.9M | 4.1% |
| Needham Funds Inc-Needham Aggressive Growth Fund | Dec 31, 2025 | 1.1M | 39.1M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 843.5K | 29.4M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 700.9K | 24.4M | 2.2% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 683.6K | 23.8M | 2.2% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 656.9K | 22.9M | 2.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 540.2K | 18.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 320.9K | 11.2M | 1.0% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 301.6K | 10.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 286.8K | 10.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.