Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 50.6M | 2.4B | 2.5% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 18.1M | 863.6M | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 10.9M | 519.7M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 7.8M | 370.0M | 0.4% |
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | Dec 31, 2025 | 4.9M | 234.1M | 0.2% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 4.5M | 214.2M | 0.2% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 4.2M | 200.0M | 0.2% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 4.1M | 195.6M | 0.2% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Dec 31, 2025 | 3.5M | 168.7M | 0.2% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Feb 28, 2026 | 3.3M | 156.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.