Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 9.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 9.3M | 1.5% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 676.3K | 6.1M | 1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 632.6K | 5.7M | 0.9% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 601.7K | 5.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 518.0K | 4.6M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 446.6K | 4.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 391.2K | 3.5M | 0.6% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 371.8K | 3.3M | 0.6% |
| ADVISORS' INNER CIRCLE III-Knights of Columbus Small Cap Equity Fund | Jan 31, 2026 | 262.7K | 2.4M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.