Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| RMB Investors Trust-RMB Mendon Financial Services Fund | Sep 30, 2025 | 1.8M | 14.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 13.0M | 1.6% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Oct 31, 2025 | 1.1M | 9.3M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 931.4K | 7.9M | 1.0% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Sep 30, 2025 | 706.1K | 6.0M | 0.7% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund | Aug 31, 2025 | 617.7K | 5.2M | 0.6% |
| ROYCE SMALL-CAP TRUST, INC. | Sep 30, 2025 | 565.0K | 4.8M | 0.6% |
| Putnam Investment Funds-Putnam Small Cap Value Fund | Aug 31, 2025 | 405.8K | 3.4M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 403.5K | 3.4M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 388.1K | 3.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.