ETFs Holding IDCC

Rockefeller US Small-Mid Cap ETF

Neuberger Berman Small Cap Growth Fund Trust Cl

Neuberger Berman Small Cap Growth Fund Advisor Class

Neuberger Berman Small Cap Growth Fund Class A

Neuberger Berman Small Cap Growth Fund Class C

AAM Sawgrass US Small Cap Quality Growth ETF

Columbia Small Cap Growth Fund Class A

Columbia Small Cap Growth Fund Class I

Columbia Small Cap Growth Fund Class I2

Eventide Exponential Technologies Fund Class A

Eventide Exponential Technologies Fund Class I

Columbia Variable Portfolio - Acorn Fund

Alger Small Cap Growth Fund Class A

Alger Small Cap Growth Fund Class Y

Archer Multi Cap Fund

Thrivent Small-Mid Cap Equity ETF

FundX Future Fund Opportunities ETF

Invesco S&P Midcap 400 Pure Growth ETF

Driehaus Small Cap Growth Fund Institutional Share Class

S&P MidCap 400 Pure Growth Fund Class H

S&P MidCap 400 Pure Growth Fund Class A

Hennessy Technology Fund Investor Class

Driehaus Small/Mid Cap Growth Fund

Boston Partners Long/Short Equity Fund Investor Class

Loomis Sayles Small/Mid Cap Growth Fund Institutional Class

JHF II Small Cap Dynamic Growth Fund Class A

JHF II Small Cap Dynamic Growth Fund Class C

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class

Saratoga Small Capitalization Portfolio Fund Class C

Saratoga Small Capitalization Portfolio Class A

Small-Cap Growth ProFund

Invesco S&P MidCap Quality ETF

Goldman Sachs Small Cap Growth Insights Fund Cl A

Goldman Sachs Small Cap Growth Insights Fund Inst Cl

Goldman Sachs Small Cap Growth Insights Fund Investor Class

Boston Partners Small Cap Value Fund II Investor class

Boston Partners Small Cap Value Fund II Class R6

Pacer US Cash Cows Growth ETF

Emerald Growth Fund Investor Class

Emerald Growth Fund Class C

T. Rowe Price Communications & Technology Fund Investor Class

Penn Mutual AM 1847 Income Fund Class I

Franklin US Small Cap Equity Fund Class A

Franklin US Small Cap Equity Fund Class IS

State Street SPDR S&P SmallCap 600 ESG ETF

Goldman Sachs Rising Dividend Growth Fund Class P

Goldman Sachs Rising Dividend Growth Fund Class C

Goldman Sachs Rising Dividend Growth Fund Investor Class

Goldman Sachs Rising Dividend Growth Fund Institutional Class

T. Rowe Price All-Cap Opportunities Fund Class I

T. Rowe Price All-Cap Opportunities Fund Investor Class

AQR Small Cap Momentum Style Fund Class N

T. Rowe Price All-Cap Opportunities Portfolio

Franklin US Small Cap Multifactor Index ETF

Rydex Telecommunications Fund Class H

Rydex Telecommunications Fund Class A

Emerald Insights Fund Class A

Emerald Insights Fund Institutional Class

State Street SPDR FactSet Innovative Technology ETF

John Hancock Disciplined Value Mid Cap Fund Class I

John Hancock Disciplined Value Mid Cap Fund Class R6

John Hancock Disciplined Value Mid Cap Fund Class R2

Defiance Space and Connective Tech ETF

Fuller & Thaler Behavioral Small-Cap Equity Fund A Shares

Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Class

Fuller & Thaler Behavioral Small Cap Equity Fund Class C

Nomura Small Cap Growth Fund Class I

Nomura Small Cap Growth Fund Class Y

Nomura Small Cap Growth Fund Class R

First Trust SMID Growth Strength ETF

Thrivent Small Cap Growth Fund Class S

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

Victory Mid-Cap Core Growth Fund Class A

Victory Mid-Cap Core Growth Fund Class C

Pace Small/Med Company Growth Equity Investments Fund

Nicholas Partners Small Cap Growth Fund Institutional Class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class

Vanguard Russell 2000 Growth Index Fund Insti Cl

Columbia Small Cap Index Fund Institutional Class III

Embark Small Cap Equity Fund Retirement Class

Fidelity Advisor Small Cap Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class I

Fidelity Advisor Small Cap Growth Fund Class M

Fidelity SAI Small-Mid Cap 500 Index Fund

Goldman Sachs Small Cap Equity Insights Fund Institutional Shares

Goldman Sachs Small Cap Equity Insights Fund Service Shares

Goldman Sachs Small Cap Equity Insights Fund Investor Class

Goldman Sachs Small Cap Equity Insights Fund Class P Shares

Columbia Small Cap Index Fund Institutional Class

AQR Small Cap Multi-Style Fund Class I

Fidelity Small Cap Growth K6 Fund Class K6

Oberweis Small-Cap Opportunities Fund Investor Class

Putnam Small Cap Growth Fund Class R

S&P SmallCap Index Fund Class K

Putnam Small Cap Growth Fund Class C

Invesco NASDAQ Future Gen 200 ETF

Hartford Multifactor US Equity ETF

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Class R6

Principal SmallCap S&P 600 Index Fund Class J

Principal SmallCap S&P 600 Index Fund Class R-5

Fidelity Small Cap Growth Index Fund

The Government Street Opportunities Fund

VALIC Company I Mid Cap Value Fund

Yorktown Growth Fund Class A

Yorktown Growth Fund Class L

T. Rowe Price Science and Technology Fund Investor Class

iShares MSCI USA Small-Cap Quality Factor ETF

Eventide Small Cap ETF

Invesco Small Cap Growth Fund Class C

Invesco Small Cap Growth Fund Investor Class

Invesco Small Cap Growth Fund Class R5

Hussman Strategic Growth Fund

BlackRock Advantage Small Cap Growth Fund Investor A Class

BlackRock Advantage Small Cap Growth Fund Class R

BlackRock Advantage Small Cap Growth Fund Class K

First Trust Nasdaq BuyWrite Income ETF

Allspring Disciplined Small Cap Fund Class R6

Invesco Dorsey Wright SmallCap Momentum ETF

Columbia Acorn Trust Acorn Fund Class S

Columbia Acorn Trust Acorn Fund Institutional Class III

Columbia Acorn Trust Acorn Fund Class C

US Small Cap Growth ETF

Destinations Small-Mid Cap Equity Fund Class I

iShares S&P Mid-Cap 400 Growth ETF

John Hancock Variable Insurance Trust Science & Technology Trust Series II

Acuitas Small Cap Active ETF

Column Small Cap Select Fund

Vident US Equity Strategy ETF

Bridge Builder Small/Mid Cap Growth Fund

Sofi Next 500 ETF

Venerable US Small Cap Fund Class V

Northern Small Cap Index Fund

Vanguard Russell 2000 Index Fund Institutional

DFA US Small Cap Portfolio Institutional Class

GuideStone Funds Small Cap Equity Fund Institutional Class

T. Rowe Price Small Cap Stock Fund, Inc Class I

T. Rowe Price Small Cap Stock Fund, Inc Advisor Class

Fidelity Flex Small Cap Index Fund

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6

Russell Investments US Small Cap Equity ETF

Avantis US Small Cap Value Fund Class G

Fidelity Small Cap Index Fund

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

Column Mid Cap Select Fund

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

SA US Small Company Fund

BlackRock Small Cap Index V.I. Fund Class III

Global X Russell 2000 ETF

Avantis US Large Cap Value Fund Class Institutional

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

T. Rowe Price Value Fund ADVISOR CLASS

Bernstein Small Cap Core Portfolio-Z

T Rowe Price Small-Cap Index Fund Institutional Class

T. Rowe Price Value Fund Investor Class

T Rowe Price Small-Cap Index Fund

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Institutional

Venerable Small Cap Index Fund Class V

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

Calamos Market Neutral Income Fund Class C

Calamos Market Neutral Income Fund Class R6

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

First Trust Multi-Manager Small Cap Opportunities ETF

Voya Index Plus SmallCap Portfolio Initial

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

JPMorgan US Small Company Fund Class I

JPMorgan US Small Company Fund Class A

JPMorgan US Small Company Fund Class R3

JPMorgan US Small Company Fund Class R5

Empower S&P Mid Cap 400 Index Fund Class L