Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.8M | 28.1M | 4.0% |
| IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund | Mar 31, 2026 | 1.4M | 22.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.3M | 20.7M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.1M | 17.6M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 1.0M | 16.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 505.2K | 7.8M | 1.1% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 487.7K | 7.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 435.0K | 6.7M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 298.1K | 4.6M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 289.5K | 4.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.