Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 1.1M | 19.1M | 5.9% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jan 31, 2026 | 939.8K | 16.3M | 5.0% |
| Ultimus Managers Trust-Westwood Quality SmallCap Fund | Jan 31, 2026 | 513.6K | 8.9M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 478.6K | 8.3M | 2.6% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 409.8K | 7.1M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 356.5K | 6.2M | 1.9% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 340.4K | 5.9M | 1.8% |
| Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND | Jan 31, 2026 | 204.9K | 3.6M | 1.1% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund | Dec 31, 2025 | 179.7K | 3.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 163.7K | 2.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.