Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 700.4K | 5.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 572.2K | 4.4M | 1.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 380.9K | 2.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 213.7K | 1.6M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 159.1K | 1.2M | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 129.9K | 999.1K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 116.6K | 896.6K | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 70.2K | 539.5K | 0.2% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Sep 30, 2025 | 47.4K | 364.3K | 0.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Equity ETF | Oct 31, 2025 | 41.1K | 316.1K | 0.1% |
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