Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| World Funds Trust-Philotimo Focused Growth & Income Fund | Dec 31, 2025 | 4M | 8.1M | 7.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 5.5M | 5.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.1M | 4.3M | 4.2% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 1.7M | 3.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 2.2M | 2.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 854.5K | 1.7M | 1.7% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 773.0K | 1.6M | 1.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 715.3K | 1.4M | 1.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 557.6K | 1.1M | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 512.9K | 1.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.