Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.7M | 189.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.6M | 186.8M | 3.1% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 3.1M | 158.9M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 140.6M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.5M | 128.4M | 2.2% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Oct 31, 2025 | 1.8M | 92.1M | 1.5% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.8M | 90.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 90.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.6M | 82.2M | 1.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.5M | 77.1M | 1.3% |
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Holders
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