Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 874.5K | 1.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 249.6K | 504.3K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 143.0K | 288.8K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 89.9K | 181.5K | 0.2% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 65K | 131.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 48.4K | 97.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 38.3K | 77.3K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 28.9K | 58.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 30.2K | 61.0K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 12.5K | 25.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.