Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 76.6K | 183.8K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 56.4K | 135.2K | 0.7% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Dec 31, 2025 | 22.6K | 54.2K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 19.0K | 45.7K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2026 | 15.1K | 36.3K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Mar 31, 2026 | 12.4K | 29.7K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 6.8K | 16.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Mar 31, 2026 | 5.0K | 11.9K | 0.1% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | Jan 31, 2026 | 4.3K | 10.4K | 0.1% |
| Dimensional ETF Trust-Dimensional US Equity Market ETF | Jan 31, 2026 | 1.8K | 4.4K | 0.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.