Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 53.1M | 1.2B | 10.7% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 17.9M | 413.0M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 15.9M | 367.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.7M | 361.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 11.3M | 260.7M | 2.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 10.3M | 238.2M | 2.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 9.0M | 208.1M | 1.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 7.9M | 183.7M | 1.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 7.7M | 178.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 7.3M | 168.1M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.