Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 8.3M | 2.5% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Dec 31, 2025 | 2.5M | 7.5M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.2M | 6.5M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Feb 28, 2026 | 1.7M | 5.1M | 1.5% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 1.1M | 3.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 3.1M | 1.0% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | Jan 31, 2026 | 1.0M | 3.0M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 899.6K | 2.6M | 0.8% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 770.3K | 2.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 530.8K | 1.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.