Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 5.3M | 143.1M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 5.3M | 142.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 140.6M | 3.2% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 5.1M | 136.3M | 3.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 4.5M | 119.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.7M | 100.0M | 2.3% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 3.2M | 86.7M | 2.0% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 2.8M | 73.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 64.5M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.2M | 59.9M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.