Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 579.8K | 1.2M | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Jan 31, 2026 | 309.0K | 630.3K | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 170.4K | 347.7K | 0.7% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | Oct 31, 2025 | 118.1K | 241.0K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 88.8K | 181.2K | 0.4% |
| JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund | Dec 31, 2025 | 70.1K | 143.0K | 0.3% |
| Harbor Funds II-Embark Small Cap Equity Fund | Oct 31, 2025 | 45.8K | 93.5K | 0.2% |
| Brinker Capital Destinations TRT-Destinations Small-Mid Cap Eqy. Fd. | Nov 30, 2025 | 36.9K | 75.2K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jan 31, 2026 | 28.9K | 58.9K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 25.5K | 52.0K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.