Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 377.5K | 11.4M | 3.5% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 280.4K | 8.5M | 2.6% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 227.2K | 6.9M | 2.1% |
| John Hancock Investment Trust II-Regional Bank Fund | Mar 31, 2026 | 190.9K | 5.8M | 1.8% |
| John Hancock Financial Opportunities Fund | Mar 31, 2026 | 150.1K | 4.5M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 140.4K | 4.3M | 1.3% |
| ROYCE MICRO-CAP TRUST, INC. | Dec 31, 2025 | 138.5K | 4.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 113.3K | 3.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 100.3K | 3.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 90.8K | 2.7M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.