Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| RBB Fund, Inc.-Adara Smaller Companies Fund | Feb 28, 2026 | 607.1K | 1.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 463.8K | 1.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 182.1K | 466.2K | 1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 81.2K | 208.0K | 0.5% |
| Capitol Series Trust-FullerThaler Behavioral Micro-Cap Equity Fund | Jan 31, 2026 | 54.8K | 140.4K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 41.4K | 106.0K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 34.1K | 87.2K | 0.2% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 26.5K | 67.8K | 0.2% |
| AdvisorShares Trust-AdvisorShares Restaurant ETF | Feb 28, 2026 | 25.2K | 64.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 23.5K | 60.2K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.