Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 1.9M | 2.5M | 5.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 1.4M | 2.8% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 450K | 582.7K | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 409.6K | 530.4K | 1.1% |
| Gabelli Investor Funds Inc-The Gabelli ABC Fund | Dec 31, 2025 | 360K | 466.2K | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 213.4K | 276.4K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 201.9K | 261.5K | 0.5% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Dec 31, 2025 | 198.9K | 257.6K | 0.5% |
| EQ Advisors Trust-1290 VT GAMCO Mergers & Acquisitions Portfolio | Dec 31, 2025 | 192K | 248.6K | 0.5% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Dec 31, 2025 | 192.3K | 249.0K | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.