Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 656.6K | 949.7K | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 226.9K | 328.3K | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 108.1K | 156.4K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 56.1K | 81.1K | 0.3% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Dec 31, 2025 | 50K | 72.3K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jan 31, 2026 | 36.6K | 53.0K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jan 31, 2026 | 28.3K | 41.0K | 0.1% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 22.1K | 31.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Jan 31, 2026 | 9.3K | 13.5K | 0.1% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 4.2K | 6.1K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.