Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 374.2K | 3.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 153.3K | 1.5M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 75.4K | 725.3K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2026 | 27.5K | 264.9K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 26.8K | 257.4K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Mar 31, 2026 | 20.6K | 197.9K | 0.1% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | Dec 31, 2025 | 11K | 105.8K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 8.2K | 79.3K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 6.8K | 65.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 6.4K | 61.5K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.