Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 437.2M | 3.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.2M | 418.5M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.9M | 352.1M | 2.5% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Jan 31, 2026 | 1.9M | 345.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 316.9M | 2.3% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 1.4M | 258.1M | 1.9% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 1.4M | 253.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 204.3M | 1.5% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 1.0M | 190.4M | 1.4% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 993.5K | 185.3M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.