Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 464.5K | 90.1M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 230.4K | 44.7M | 3.0% |
| Professionally Managed Portfolios-Congress Small Cap Growth Fund | Feb 28, 2026 | 200K | 38.8M | 2.6% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 191.8K | 37.2M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 178.8K | 34.7M | 2.3% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 165.9K | 32.2M | 2.2% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund | Dec 31, 2025 | 143.2K | 27.8M | 1.9% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | Dec 31, 2025 | 138.9K | 26.9M | 1.8% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jan 31, 2026 | 132.9K | 25.8M | 1.7% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Dec 31, 2025 | 128.8K | 25.0M | 1.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.