Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 144.0M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 118.8M | 2.3% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 992.3K | 105.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 979.1K | 103.7M | 2.0% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 883.1K | 93.5M | 1.8% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 867.0K | 91.8M | 1.8% |
| SmallCap World Fund Inc | Dec 31, 2025 | 856.7K | 90.7M | 1.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 735.0K | 77.8M | 1.5% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 700.0K | 74.1M | 1.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 687.1K | 72.8M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.