Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 40.5M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 732.6K | 28.6M | 1.3% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Dec 31, 2025 | 600K | 23.4M | 1.1% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 600K | 23.4M | 1.1% |
| Vanguard Explorer Fund | Jan 31, 2026 | 525.9K | 20.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 471.6K | 18.4M | 0.8% |
| LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth | Jan 31, 2026 | 429.8K | 16.8M | 0.8% |
| BARON INVESTMENT Fd.S TRT -BARON OPPORTUNITY Fd. | Dec 31, 2025 | 331.8K | 12.9M | 0.6% |
| JPMorgan Trust II-JPMorgan Small Cap Growth Fund | Dec 31, 2025 | 281.1K | 11.0M | 0.5% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 232.9K | 9.1M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.