Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Parnassus Funds-Parnassus Value Equity Fund | Dec 31, 2025 | 3.0M | 175.2M | 2.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 2.5M | 145.1M | 1.7% |
| Parnassus Funds-Parnassus Mid Cap Fund | Dec 31, 2025 | 2.0M | 113.5M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.0M | 112.4M | 1.3% |
| Baird Funds Inc-Baird Chautauqua International Growth Fund | Jan 31, 2026 | 1.3M | 74.1M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.3M | 73.7M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 603.3K | 34.7M | 0.4% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jan 31, 2026 | 501.6K | 28.8M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Feb 28, 2026 | 493.0K | 28.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 485.5K | 27.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.