Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 942.2K | 273.8M | 8.0% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 712.0K | 206.9M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 372.2K | 108.2M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 279.6K | 81.3M | 2.4% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 271.6K | 78.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 267.1K | 77.6M | 2.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 246.6K | 71.7M | 2.1% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Dec 31, 2025 | 211.7K | 61.5M | 1.8% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 208.1K | 60.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 150.6K | 43.8M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.