Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 677.5K | 592.2K | 0.7% |
| Jacob Funds Inc.-Jacob Discovery Fund | Feb 28, 2026 | 661.3K | 578.0K | 0.7% |
| Aegis Funds-Aegis Value Fund | Dec 31, 2025 | 620.4K | 542.3K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 393.6K | 344.0K | 0.4% |
| U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund | Dec 31, 2025 | 310K | 270.9K | 0.3% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 89.5K | 78.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 91.2K | 79.7K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 61.3K | 53.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 58.8K | 51.4K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 44.9K | 39.2K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.