Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 803.4K | 1.4M | 2.6% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | Dec 31, 2025 | 394.0K | 699.3K | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 255.4K | 453.3K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 125.7K | 223.1K | 0.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 109.8K | 194.9K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 65.2K | 115.8K | 0.2% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | Jan 31, 2026 | 51.5K | 91.4K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 43.4K | 77.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 33.8K | 60K | 0.1% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 30.3K | 53.8K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.