Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 289.3K | 2.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 120.7K | 1.2M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 58.8K | 595.4K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 25.9K | 262.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 21.3K | 215.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 15.2K | 153.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 14.4K | 145.4K | 0.1% |
| Northern Funds-SMALL CAP CORE FUND | Dec 31, 2025 | 10.5K | 106.3K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 6.6K | 66.6K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 6.7K | 68.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.