Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 235.2K | 895.9K | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 72.6K | 276.5K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 40.3K | 153.5K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Feb 28, 2026 | 20.2K | 77.1K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 13.1K | 50.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 10.5K | 40.1K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 6.7K | 25.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 6.1K | 23.3K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | Jan 31, 2026 | 3.3K | 12.7K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 1.4K | 5.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.