Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 166.3K | 671.8K | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 35.3K | 142.5K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 21.2K | 85.6K | 0.1% |
| FORUM FUNDS II-Acuitas US Microcap Fund | Dec 31, 2025 | 12.1K | 48.8K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 8.1K | 32.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 7.7K | 31.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 5.2K | 21.0K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 5.7K | 22.9K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio | Jan 31, 2026 | 2.6K | 10.7K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | Jan 31, 2026 | 3.4K | 13.7K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.