Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.7M | 191.3M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 137.6M | 2.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 2.2M | 111.0M | 1.7% |
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 1.9M | 96.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 88.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 64.9M | 1.0% |
| 2023 ETF Series Trust-Eagle Capital Select Equity ETF | Dec 31, 2025 | 742.6K | 38.0M | 0.6% |
| MADISON FUNDS-Madison Mid Cap Fund | Jan 31, 2026 | 635.4K | 32.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 600.6K | 30.7M | 0.5% |
| SEQUOIA FUND INC | Dec 31, 2025 | 582.8K | 29.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.