Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Needham Funds Inc-Needham Aggressive Growth Fund | Dec 31, 2025 | 2.8M | 38.4M | 6.1% |
| Franklin Strategic Series-FRANKLIN SMALL-MID CAP GROWTH FUND | Oct 31, 2025 | 1.5M | 20.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 937.0K | 13.0M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 724.0K | 10.1M | 1.6% |
| Needham Funds Inc-Needham Small Cap Growth Fund | Dec 31, 2025 | 650K | 9.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 337.0K | 4.7M | 0.7% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Oct 31, 2025 | 315.3K | 4.4M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 298.4K | 4.1M | 0.7% |
| Exchange Place Advisors Trust-NORTH SQUARE DYNAMIC SMALL CAP FUND | Dec 31, 2025 | 245.7K | 3.4M | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 230.5K | 3.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.