Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.1M | 424.5M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 280.4M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 196.9M | 1.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.3M | 179.0M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.3M | 178.2M | 1.7% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 1.1M | 146.8M | 1.4% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Dec 31, 2025 | 942.2K | 128.8M | 1.3% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 745.0K | 101.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 693.0K | 94.7M | 0.9% |
| -Price (T.Rowe) New Horizons Trust | Dec 31, 2025 | 592.5K | 81.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.