Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Jun 30, 2026 | 3.7M | 193.8M | 7.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 2.9M | 148.3M | 6.1% |
| Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF | Jul 31, 2026 | 1.5M | 78.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.4M | 72.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 1.2M | 62.0M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 1.2M | 60.4M | 2.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Jun 30, 2026 | 690K | 35.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 519.1K | 26.8M | 1.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Apr 30, 2026 | 504.8K | 26.1M | 1.1% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Apr 30, 2026 | 507.9K | 26.3M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.