Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 406.8K | 1.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 135.0K | 399.5K | 0.8% |
| Jacob Funds Inc.-Jacob Discovery Fund | Jan 31, 2026 | 88.7K | 262.4K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 66.6K | 197.2K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 37.1K | 109.8K | 0.2% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jan 31, 2026 | 29.2K | 86.4K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jan 31, 2026 | 23.0K | 68.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jan 31, 2026 | 18.0K | 53.3K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 10.0K | 29.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Jan 31, 2026 | 6.7K | 19.8K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.