Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 1.5M | 227.5M | 4.1% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 1.2M | 175.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 1.2M | 171.6M | 3.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Jun 30, 2025 | 1.0M | 155.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 841.3K | 125.2M | 2.3% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Sep 30, 2025 | 662.0K | 98.5M | 1.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 518.3K | 77.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2025 | 484.0K | 72.0M | 1.3% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Sep 30, 2025 | 421.1K | 62.7M | 1.1% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Sep 30, 2025 | 370.5K | 55.1M | 1% |
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