Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.2M | 112.9M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.6M | 96.6M | 1.6% |
| Vanguard Explorer Fund | Jan 31, 2026 | 3.5M | 95.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 81.0M | 1.4% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 2.4M | 64.1M | 1.1% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 2.0M | 54.2M | 0.9% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 1.8M | 48.6M | 0.8% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 1.7M | 46.3M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.7M | 45.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 44.3M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.