Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund | Dec 31, 2025 | 887.5K | 10.3M | 1.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 509.9K | 5.9M | 0.8% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2026 | 376.2K | 4.4M | 0.6% |
| JPMorgan Trust I-JPMorgan Small Cap Blend Fund | Dec 31, 2025 | 334.9K | 3.9M | 0.5% |
| HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value | Dec 31, 2025 | 225.4K | 2.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 223.4K | 2.6M | 0.3% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 187.5K | 2.2M | 0.3% |
| ARK ETF Trust-ARK Israel Innovative Technology ETF | Jan 31, 2026 | 157.7K | 1.8M | 0.3% |
| Principal Funds, Inc-SmallCap Value Fund II | Jan 31, 2026 | 119K | 1.4M | 0.2% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 112.5K | 1.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.