Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2026 | 3.8M | 131.6M | 8.0% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2026 | 2.8M | 98.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.4M | 49.6M | 3% |
| Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF | Sep 30, 2026 | 1.4M | 48.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2026 | 1.2M | 42.5M | 2.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2026 | 1.2M | 40.9M | 2.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Jun 30, 2026 | 690K | 24.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 540.5K | 18.9M | 1.1% |
| AB CAP FUND, INC.-AB Small Cap Growth Portfolio | Sep 30, 2026 | 521.9K | 18.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2026 | 511.9K | 17.9M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.