Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 82.1K | 323.3K | 0.2% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | Jan 31, 2026 | 36.5K | 144.0K | 0.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Equity ETF | Mar 31, 2026 | 28.2K | 110.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 24.3K | 95.7K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | Jan 31, 2026 | 23.3K | 92.0K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 12.8K | 50.3K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio | Jan 31, 2026 | 10.6K | 41.7K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 7.0K | 27.7K | 0.0% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | Jan 31, 2026 | 10.1K | 39.7K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT. | Jan 31, 2026 | 4.9K | 19.4K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.