Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 33.7M | 298.7M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 29.3M | 260.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.6M | 227.5M | 2.1% |
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 25.0M | 221.8M | 2.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 23.1M | 204.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 18.4M | 163.1M | 1.5% |
| Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND | Dec 31, 2025 | 12.6M | 112.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 11.9M | 105.1M | 1.0% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 10.2M | 90.2M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 9.5M | 84.6M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.