Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 22.1M | 381.2M | 7.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 10.3M | 176.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.1M | 174.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.6M | 131.4M | 2.5% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 5.4M | 93.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 4.9M | 84.1M | 1.6% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 4.8M | 83.3M | 1.6% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Sep 30, 2025 | 4.0M | 69.3M | 1.3% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 4.0M | 68.6M | 1.3% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Sep 30, 2025 | 3.9M | 67.3M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan.