Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 21.2M | 258.2M | 7.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 10.5M | 127.4M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 9.6M | 116.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 7.0M | 84.7M | 2.4% |
| Ariel Investment Trust-Ariel Fund | Mar 31, 2026 | 5.8M | 70.1M | 2.0% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Mar 31, 2026 | 5.1M | 61.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 4.4M | 53.9M | 1.5% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 4.3M | 51.9M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Mar 31, 2026 | 3.8M | 46.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 3.5M | 42.1M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.