Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 877.6K | 2.0M | 2.3% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 750.4K | 1.7M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 647.9K | 1.5M | 1.7% |
| RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund | Jan 31, 2026 | 469.9K | 1.1M | 1.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 435.9K | 993.8K | 1.1% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 315K | 718.2K | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 310.4K | 707.8K | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 289.9K | 661.1K | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 272.5K | 621.2K | 0.7% |
| Adirondack Funds-Adirondack Small Cap Fund | Dec 31, 2025 | 168.5K | 384.1K | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.