Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.5M | 170.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 88.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.1M | 66.0M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.0M | 63.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.4M | 42.3M | 1.5% |
| ETF Series Solutions-Defiance Quantum ETF | Sep 30, 2025 | 1.2M | 38.6M | 1.3% |
| Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund | Aug 31, 2025 | 1.0M | 32.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.0M | 31.4M | 1.1% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 997.4K | 31.0M | 1.1% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Select Large | Sep 30, 2025 | 903.8K | 28.1M | 1.0% |
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