Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 268.0K | 423.4K | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 114.5K | 180.9K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 62.6K | 98.8K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Feb 28, 2026 | 26.7K | 42.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 16.8K | 26.5K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 12.6K | 20.0K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 2.4K | 3.7K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 1.6K | 2.5K | 0 |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.