Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 750K | 5.3M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 725.3K | 5.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 568.3K | 4.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 502.6K | 3.5M | 1.3% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund | Jan 31, 2026 | 358.9K | 2.5M | 0.9% |
| iShares Trust-iShares U.S. Small-Cap Equity Factor ETF | Jan 31, 2026 | 351.7K | 2.5M | 0.9% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | Jan 31, 2026 | 288.1K | 2.0M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 283.8K | 2.0M | 0.7% |
| Fidelity Select Portfolios-Select Telecommunications Portfolio | Feb 28, 2026 | 284.8K | 2.0M | 0.7% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 241.5K | 1.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.