Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 251.1K | 904.8M | 3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 248.2K | 894.5M | 3.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 216.1K | 778.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 175.7K | 633.2M | 2.1% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Dec 31, 2025 | 147.8K | 532.5M | 1.8% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 94.8K | 341.6M | 1.1% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Dec 31, 2025 | 93.2K | 335.8M | 1.1% |
| VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd. | Dec 31, 2025 | 90.4K | 325.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 83.1K | 299.3M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 80.3K | 289.3M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.