Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 358.7K | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 937.4K | 221.2K | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 385.5K | 91.0K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 139.9K | 33.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 106.0K | 25.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 29.3K | 6.9K | 0.0% |
| Guggenheim Active Allocation Fund | Nov 30, 2025 | 183 | 43 | 0 |
| -Avantis Total Equity Markets ETF | Feb 28, 2026 | 324 | 76 | 0 |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.