Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 167.6K | 447.5K | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 60.5K | 161.5K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 34.0K | 90.9K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 19.1K | 51.0K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT. | Jan 31, 2026 | 15.6K | 41.7K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 10.0K | 26.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 7.9K | 21.2K | 0.1% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 5.7K | 15.2K | 0.1% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 1.1K | 3.0K | 0.0% |
| Guggenheim Active Allocation Fund | Nov 30, 2025 | 10 | 26 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.