Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 7.0M | 349.0M | 7.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.1M | 154.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 142.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.3M | 112.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 104.2M | 2.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.6M | 78.1M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.5M | 74.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 67.2M | 1.4% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 1.2M | 62.1M | 1.3% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 1.2M | 58.0M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.