Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 408.0K | 2.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 135.0K | 646.5K | 0.8% |
| Jacob Funds Inc.-Jacob Discovery Fund | Oct 31, 2025 | 95.7K | 458.2K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 66.8K | 320.1K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 28.5K | 136.3K | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 21.7K | 103.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 18.0K | 86.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 11.6K | 55.6K | 0.1% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 8.4K | 40.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 6.7K | 32.0K | 0.0% |
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