| Dodge & Cox Funds | Added | 7,875,898 | $616,131,501 | 0.32% | Aug 13, 2026 |
| First Eagle Investment Management | Added | 13,783,983 | $1,078,321,025 | 1.78% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 117,104 | $9,161,077 | 0.00% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Added | 71,306 | $5,578,268 | 0.01% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 696,347 | $54,475,226 | 0.13% | Aug 14, 2026 |
| Hillman Capital Management | Added | 5,707 | $446,459 | 0.32% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 363,349 | $28,424,782 | 0.26% | Aug 14, 2026 |
| David Katz - Matrix Asset Advisors | Added | 433,672 | $33,926,178 | 2.76% | Jul 15, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Jul 7, 2026 |
| Polen Capital Management | Sold out | — | — | 0.00% | Aug 4, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 3,147,999 | $246,267,980 | 0.72% | Aug 7, 2026 |
| Harry Burn - Sound Shore | Added | 838,573 | $65,601,566 | 2.02% | Aug 12, 2026 |