Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Dec 31, 2025 | 1.7M | 26.3M | 7.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 498.3K | 7.7M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 285.8K | 4.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 147.4K | 2.3M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 126.8K | 2.0M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Jan 31, 2026 | 124.4K | 1.9M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 116.4K | 1.8M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 99.7K | 1.5M | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 100.9K | 1.6M | 0.4% |
| HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value | Dec 31, 2025 | 84.8K | 1.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.