Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | Oct 31, 2025 | 725.1K | 5.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 546.4K | 3.8M | 1.5% |
| Merger Fund-The Merger Fund | Dec 31, 2025 | 511.2K | 3.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 402.1K | 2.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 258.9K | 1.8M | 0.7% |
| Hussman Investment Trust-Hussman Strategic Market Cycle Fund | Dec 31, 2025 | 200K | 1.4M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 175.2K | 1.2M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 96.8K | 671.7K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 87.8K | 609.3K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 89.3K | 619.6K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.