Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.4M | 985.1M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 9.5M | 757.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 9.1M | 726.4M | 2.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 7.7M | 617.3M | 1.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 5.5M | 438.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 5.1M | 409.7M | 1.3% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Jan 31, 2026 | 4.8M | 379.9M | 1.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 4.7M | 371.3M | 1.1% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 4.6M | 364.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 4.3M | 346.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.