Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 24.8K | 21.3K | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 23.4K | 20.1K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 7.1K | 6.1K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 4.3K | 3.7K | 0.1% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | Dec 31, 2025 | 200 | 172 | 0.0% |
| Guggenheim Active Allocation Fund | Nov 30, 2025 | 17 | 14 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.