Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 579.8K | 1.3M | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Feb 28, 2026 | 317.9K | 699.5K | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 170.4K | 375.0K | 0.7% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | Oct 31, 2025 | 118.1K | 259.9K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 88.8K | 195.4K | 0.4% |
| JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund | Dec 31, 2025 | 70.1K | 154.2K | 0.3% |
| Harbor Funds II-Embark Small Cap Equity Fund | Jan 31, 2026 | 40.3K | 88.6K | 0.2% |
| Brinker Capital Destinations TRT-Destinations Small-Mid Cap Eqy. Fd. | Nov 30, 2025 | 36.9K | 81.1K | 0.2% |
| Victory Portfolios III-Victory Small Cap Stock Fund | Jan 31, 2026 | 35.5K | 78.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jan 31, 2026 | 28.9K | 63.5K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.