Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 1.0M | 1.1M | 0.2% |
| 1290 Funds-1290 Essex Small Cap Growth Fund | Jul 31, 2025 | 469.2K | 492.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jul 31, 2025 | 330.3K | 346.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jul 31, 2025 | 109.4K | 114.9K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jul 31, 2025 | 83.4K | 87.5K | 0.0% |