Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 21.2M | 365.4M | 7.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 10.2M | 174.9M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 9.2M | 158.8M | 3.2% |
| Ariel Investment Trust-Ariel Fund | Jun 30, 2026 | 7.8M | 133.7M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 6.7M | 114.7M | 2.3% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Jun 30, 2026 | 5.1M | 87.6M | 1.8% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Jun 30, 2026 | 5.0M | 86.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 4.2M | 72.6M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Jun 30, 2026 | 3.8M | 65.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.3M | 57.3M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.