Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 169K | 446.2K | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 62.5K | 165.1K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 44.3K | 116.9K | 0.4% |
| Perritt Funds Inc-Perritt MicroCap Opportunities Fund | Jan 31, 2026 | 20K | 52.8K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 9.8K | 25.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 9.8K | 25.8K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio | Jan 31, 2026 | 5.5K | 14.5K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Sustainability Core 1 PORT. | Jan 31, 2026 | 4.6K | 12.2K | 0.0% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jan 31, 2026 | 4.4K | 11.6K | 0.0% |
| Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF | Jan 31, 2026 | 4.8K | 12.7K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.