Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 456.9K | 1.1M | 4.2% |
| Perritt Funds Inc-Perritt MicroCap Opportunities Fund | Sep 30, 2025 | 400K | 995.0K | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 369.3K | 918.6K | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 155.4K | 386.6K | 1.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 55.3K | 137.6K | 0.5% |
| MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund | Sep 30, 2025 | 49.5K | 123.1K | 0.5% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | Sep 30, 2025 | 46.5K | 115.7K | 0.4% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 33.9K | 84.4K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 32.1K | 79.9K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 14.2K | 35.4K | 0.1% |
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