Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 128.7K | 517.6K | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 56.4K | 226.6K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 29.9K | 120.1K | 0.4% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Dec 31, 2025 | 18.7K | 75.1K | 0.2% |
| Varbl Insurance Prod. Fd. II-VIP Disciplined Small Cap PORT. | Dec 31, 2025 | 16.2K | 65.3K | 0.2% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 14K | 56.3K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 10.9K | 43.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 10.5K | 42.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 7.7K | 30.9K | 0.1% |
| JAMES ADVANTAGE FUNDS-JAMES MICRO CAP FUND | Dec 31, 2025 | 4.2K | 16.7K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.