Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Explorer Fund | Jan 31, 2026 | 3.4M | 56.0M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 52.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 38.1M | 2.4% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Dec 31, 2025 | 2.2M | 36.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 24.6M | 1.5% |
| John Hancock Investment Trust-Small Cap Core Fund | Jan 31, 2026 | 1.1M | 18.7M | 1.2% |
| IVY FUNDS-Nomura Mid Cap Income Opportunities Fund | Dec 31, 2025 | 1.0M | 16.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.0M | 17.0M | 1.1% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Dec 31, 2025 | 993.9K | 16.2M | 1.0% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 892.6K | 14.5M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.