Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Trust for Professional Managers-Column Small Cap Select Fund | Dec 31, 2025 | 391.9K | 7.5M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 368.7K | 7.1M | 1.9% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund | Dec 31, 2025 | 303.4K | 5.8M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 293.4K | 5.7M | 1.5% |
| John Hancock Financial Opportunities Fund | Jan 31, 2026 | 220.8K | 4.3M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 182.1K | 3.5M | 0.9% |
| John Hancock Investment Trust II-Financial Industries Fund | Jan 31, 2026 | 173.7K | 3.3M | 0.9% |
| FINANCIAL INVESTORS TRUST-Emerald Growth Fund | Jan 31, 2026 | 159.8K | 3.1M | 0.8% |
| RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund | Dec 31, 2025 | 152.2K | 2.9M | 0.8% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Feb 28, 2026 | 152.5K | 2.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.