Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.0M | 94.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 89.9M | 3.2% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 2.3M | 71.1M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.2M | 69.1M | 2.4% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Feb 28, 2026 | 2.2M | 68.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 64.4M | 2.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.8M | 55.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 41.5M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.1M | 32.7M | 1.2% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Dec 31, 2025 | 1M | 31M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.