Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares U.S. Infrastructure ETF | Jan 31, 2026 | 1.5M | 15.4M | 5.6% |
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Jan 31, 2026 | 1.1M | 11.2M | 4.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 929.9K | 9.6M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 847.7K | 8.7M | 3.2% |
| Artisan Partners Funds Inc.-Artisan International Explorer Fund | Dec 31, 2025 | 784.1K | 8.1M | 2.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 661.4K | 6.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 614.6K | 6.3M | 2.3% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 570.2K | 5.9M | 2.1% |
| ROYCE MICRO-CAP TRUST, INC. | Dec 31, 2025 | 457.5K | 4.7M | 1.7% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 394.4K | 4.1M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.