Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 833.6K | 3.6M | 1.9% |
| SPROTT FOCUS TRUST INC.-Sprott Focus Trust Inc | Mar 31, 2026 | 750K | 3.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 326.5K | 1.4M | 0.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 261.8K | 1.1M | 0.6% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | Mar 31, 2026 | 220.5K | 939.3K | 0.5% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 216.3K | 921.3K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 199.6K | 850.4K | 0.5% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Mar 31, 2026 | 184.9K | 787.8K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 160.7K | 684.6K | 0.4% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Mar 31, 2026 | 133.2K | 567.4K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.