Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 581.5K | 2.8M | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Sep 30, 2025 | 361.5K | 1.8M | 1.5% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | Jul 31, 2025 | 230.5K | 1.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 169.0K | 828.3K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 88.4K | 433.0K | 0.3% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Oct 31, 2025 | 88.6K | 434.4K | 0.3% |
| Harbor Funds II-Embark Small Cap Equity Fund | Jul 31, 2025 | 58.1K | 284.5K | 0.2% |
| JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund | Sep 30, 2025 | 41.7K | 204.3K | 0.2% |
| PACE SELECT ADVISORS TRT-PACE Small/Medium Co Growth Eqy. Investments | Jul 31, 2025 | 26.4K | 129.2K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Sep 30, 2025 | 25.5K | 125.0K | 0.1% |
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Holders
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Ultra plan.