Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 948.0K | 6.1M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 765.6K | 4.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 512.9K | 3.3M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 291.6K | 1.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 213.6K | 1.4M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 205.4K | 1.3M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 171.2K | 1.1M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 141.6K | 913.6K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 138.7K | 894.5K | 0.5% |
| BERTOLET CAPITAL TRUST-Pinnacle Value Fund | Dec 31, 2025 | 129.8K | 837.2K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.