Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 10.3M | 1.2B | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 7.3M | 861.6M | 1.7% |
| Professionally Managed Portf-Akre Focus Fund | Apr 30, 2018 | 6.1M | 683.9M | 1.4% |
| Vanguard Specialized-Dividend Growth Fund | Jan 31, 2018 | 5.5M | 643.1M | 1.3% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 5.2M | 590.7M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.9M | 598.0M | 1.1% |
| Growth Fund Of America Inc | Jun 30, 2018 | 4.8M | 577.9M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 4.3M | 510.6M | 1.0% |
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 3.9M | 469.3M | 0.9% |
| Advisors Inner Circle Fund-Edgewood Growth Fd | Jan 31, 2018 | 3.1M | 360.2M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.