Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 1.7M | 29.5M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 894.4K | 15.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 664.4K | 11.8M | 2.3% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 588.2K | 10.5M | 2.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF | Mar 31, 2026 | 540.6K | 9.6M | 1.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 375.8K | 6.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 300.3K | 5.3M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 265.8K | 4.7M | 0.9% |
| iShares Trust-iShares U.S. Home Construction ETF | Mar 31, 2026 | 261.1K | 4.6M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 234.4K | 4.2M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.