Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NexPoint Funds I-NexPoint Merger Arbitrage Fund | Dec 31, 2025 | 3.5M | 41.7M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 21.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 17.5M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.2M | 15.0M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.1M | 13.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 819.2K | 9.8M | 0.6% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund | Dec 31, 2025 | 539.4K | 6.5M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 496.5K | 6.0M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 483.5K | 5.8M | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 428.8K | 5.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.