Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 11.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 2.7M | 9.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 4.5M | 1.0% |
| NORTHERN LIGHTS FUND TRUST II-Hodges Fund | Dec 31, 2025 | 1.3M | 4.5M | 1.0% |
| -Disciplined Growth Investors Fund | Jan 31, 2026 | 1.1M | 4.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.1M | 3.9M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Retail ETF | Mar 31, 2026 | 934.7K | 3.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 925.5K | 3.3M | 0.8% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 913.0K | 3.3M | 0.8% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Feb 28, 2026 | 893.7K | 3.2M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.