Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 1.4M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 764.7K | 502.3K | 0.2% |
| 1290 Funds-1290 Essex Small Cap Growth Fund | Jan 31, 2026 | 475.0K | 312.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 400.7K | 263.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 132.5K | 87.0K | 0.0% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 94.8K | 62.3K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 110.8K | 72.8K | 0.0% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 48.5K | 31.9K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 24.5K | 16.1K | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.