Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Mar 31, 2026 | 1.1M | 69.1M | 5.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 912.7K | 57.0M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 487.9K | 30.5M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 365.2K | 22.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 351.7K | 22.0M | 1.9% |
| ROYCE FUND-Royce Small-Cap Total Return Fund | Mar 31, 2026 | 277.1K | 17.3M | 1.5% |
| Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio | Dec 31, 2025 | 235.8K | 14.7M | 1.3% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Dec 31, 2025 | 233.4K | 14.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 197.8K | 12.4M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Feb 28, 2026 | 180.8K | 11.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.