Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.9M | 2.1B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 1.6B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.8M | 1.0B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 736.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.0M | 383.0M | 0.3% |
| -VistaShares Target 15 Berkshire Select Income ETF | Aug 31, 2025 | 896.3K | 327.1M | 0.3% |
| VANGUARD WORLD FUND-Vanguard Communication Services Index Fund | Aug 31, 2025 | 807.3K | 294.7M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 765.6K | 279.5M | 0.2% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Jul 31, 2025 | 729.2K | 266.2M | 0.2% |
| Weitz Funds-Multi Cap Equity Fund | Sep 30, 2025 | 720K | 262.8M | 0.2% |
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