Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 12.3M | 1.5% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 2.3M | 9.9M | 1.2% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Oct 31, 2025 | 1.8M | 7.9M | 1.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.9M | 8.0M | 1.0% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Oct 31, 2025 | 1.3M | 5.7M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.2M | 5.0M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.0M | 4.3M | 0.5% |
| General American Investors Company, Inc. | Dec 31, 2025 | 957.6K | 4.1M | 0.5% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 817.3K | 3.5M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 785.6K | 3.4M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.