Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 99.4K | 4.0M | 2.6% |
| NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund | Aug 31, 2025 | 81K | 3.3M | 2.1% |
| ROYCE MICRO-CAP TRUST, INC. | Sep 30, 2025 | 66.0K | 2.7M | 1.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 64.1K | 2.6M | 1.7% |
| NORTHERN LIGHTS FUND TRUST II-North Star Opportunity Fund | Aug 31, 2025 | 62.8K | 2.5M | 1.7% |
| ROYCE FUND-Royce Micro-Cap Fund | Sep 30, 2025 | 63.0K | 2.5M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 37.5K | 1.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 37.1K | 1.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 33.0K | 1.3M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 30.9K | 1.3M | 0.8% |
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