Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 918.6K | 909.4K | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 304.2K | 301.2K | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 165.8K | 164.1K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 85.8K | 84.9K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 52.3K | 51.8K | 0.2% |
| Nationwide Mutual Funds-Nationwide Bailard Cognitive Value Fund | Jan 31, 2026 | 52.9K | 52.4K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 44.5K | 44.1K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 40K | 39.6K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 29.1K | 28.8K | 0.1% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 5.8K | 5.8K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.