Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 219.9K | 602.5K | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 185.7K | 508.7K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 116.6K | 319.4K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jan 31, 2026 | 38.7K | 105.9K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 30.0K | 82.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jan 31, 2026 | 30.2K | 82.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Jan 31, 2026 | 10.6K | 29.1K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 7.9K | 21.7K | 0.0% |
| Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex | Jan 31, 2026 | 2.7K | 7.3K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 2.3K | 6.4K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.