Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 51.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 905.6K | 34.6M | 1.9% |
| Ultimus Managers Trust-Westwood Salient MLP & Energy | Jul 31, 2025 | 830.5K | 31.7M | 1.7% |
| BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio | Sep 30, 2025 | 672.0K | 25.7M | 1.4% |
| VanEck ETF Trust-VanEck Oil Services ETF | Sep 30, 2025 | 612.7K | 23.4M | 1.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Sep 30, 2025 | 562.4K | 21.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 449.0K | 17.2M | 0.9% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 428.3K | 16.4M | 0.9% |
| Virtus Asset Trust-Virtus Ceredex Mid-Cap Value Equity Fund | Sep 30, 2025 | 425K | 16.2M | 0.9% |
| Blackrock Global Allocation Fund, Inc. | Jul 31, 2025 | 421.4K | 16.1M | 0.9% |
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Holders
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