Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 186.7K | 961.6K | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 78.3K | 403.5K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 57.1K | 293.9K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 16.8K | 86.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 13.7K | 70.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 6.5K | 33.5K | 0.0% |
| Guggenheim Active Allocation Fund | Nov 30, 2025 | 13 | 66 | 0 |
| ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund | Jan 31, 2026 | 37 | 190 | 0 |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | Dec 31, 2025 | 7 | 36 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.