Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 20.1K | 60.6K | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.1K | 51.5K | 0.2% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 9.0K | 27.2K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 7.1K | 21.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 6.6K | 19.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 3.6K | 11.0K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 3.1K | 9.3K | 0.0% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | Dec 31, 2025 | 20 | 60 | 0 |
| ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund | Jan 31, 2026 | 8 | 24 | 0 |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.