Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 5.4M | 2.0% |
| Manager Directed Portfolios-Hood River New Opportunities Fund | Jan 31, 2026 | 1.4M | 5.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 533.8K | 1.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 277.5K | 993.6K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 135.6K | 485.3K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 92.8K | 332.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 73.6K | 263.6K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 74.5K | 266.7K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 56.2K | 201.4K | 0.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Equity ETF | Jan 31, 2026 | 44.6K | 159.6K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.