Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.2M | 26.9M | 5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 13.5M | 2.5% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund | Dec 31, 2025 | 932.1K | 11.2M | 2.1% |
| Principal Funds, Inc-SmallCap Fund | Jan 31, 2026 | 874.5K | 10.5M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 822.7K | 9.9M | 1.8% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 754.6K | 9.1M | 1.7% |
| Needham Funds Inc-Needham Aggressive Growth Fund | Dec 31, 2025 | 685K | 8.2M | 1.5% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 514.0K | 6.2M | 1.2% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Dec 31, 2025 | 512.0K | 6.1M | 1.1% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 494.6K | 5.9M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.