Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 327.3K | 17.2M | 1.7% |
| AMG Funds-AMG Yacktman Fund | Dec 31, 2025 | 300K | 15.7M | 1.5% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Dec 31, 2025 | 217.8K | 11.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 199.6K | 10.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 130.4K | 6.8M | 0.7% |
| Bruce Fund, Inc.-BRUCE FUND | Dec 31, 2025 | 68K | 3.6M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 55.7K | 2.9M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 44.4K | 2.3M | 0.2% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jan 31, 2026 | 41.8K | 2.2M | 0.2% |
| VANGUARD TAX-Mnged Fd.S-Vanguard Tax-Mnged Capital Appreciation Fd. | Dec 31, 2025 | 35.6K | 1.9M | 0.2% |
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Holders
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