Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.8M | 212.3M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.8M | 177.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 160.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.9M | 144.7M | 2.2% |
| Vanguard Explorer Fund | Jul 31, 2025 | 3.8M | 140.7M | 2.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 3.4M | 126.6M | 1.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 3.2M | 116.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.8M | 102.5M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.4M | 87.9M | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 2.1M | 78.6M | 1.2% |
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