Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 310.5K | 13.5M | 1.6% |
| AMG Funds-AMG Yacktman Fund | Sep 30, 2025 | 300K | 13.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 208.8K | 9.1M | 1.1% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Sep 30, 2025 | 157.8K | 6.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 136.5K | 5.9M | 0.7% |
| Bruce Fund, Inc.-BRUCE FUND | Sep 30, 2025 | 68K | 3.0M | 0.3% |
| VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd. | Sep 30, 2025 | 59.0K | 2.6M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 39.3K | 1.7M | 0.2% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 35.7K | 1.5M | 0.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 36.0K | 1.6M | 0.2% |
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Holders
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Ultra plan.