Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 380.8K | 3.6M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 152.1K | 1.4M | 0.8% |
| NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund | Nov 30, 2025 | 150K | 1.4M | 0.8% |
| RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund | Jan 31, 2026 | 126.2K | 1.2M | 0.7% |
| ANCORA TRUST-Ancora/Thelen Small-Mid Cap Fund | Dec 31, 2025 | 121.2K | 1.1M | 0.6% |
| 1290 Funds-1290 Essex Small Cap Growth Fund | Jan 31, 2026 | 78.4K | 738.0K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 75.8K | 713.3K | 0.4% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 42.5K | 399.9K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 39.3K | 369.4K | 0.2% |
| FORUM FUNDS II-Acuitas US Microcap Fund | Dec 31, 2025 | 28.4K | 267.3K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.