Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 53.1M | 1.1B | 10.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 17.9M | 358.3M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 15.9M | 319.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.7M | 313.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 11.3M | 226.1M | 2.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 10.3M | 206.6M | 2.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 8.5M | 171.4M | 1.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 7.9M | 159.4M | 1.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 7.8M | 156.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 7.3M | 145.8M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.