Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 942.2K | 271.4M | 8.0% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 707.5K | 203.8M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 372.2K | 107.2M | 3.2% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Mar 31, 2026 | 304.9K | 87.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 285.6K | 82.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 267.1K | 76.9M | 2.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | Mar 31, 2026 | 221.0K | 63.7M | 1.9% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Dec 31, 2025 | 211.7K | 61.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 150.6K | 43.4M | 1.3% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 140.8K | 40.5M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.