Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.7M | 201.9M | 2.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 7.2M | 189.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.7M | 151.5M | 1.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 3.9M | 103.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.7M | 97.0M | 1.0% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 2.7M | 70.8M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 2.5M | 65.2M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.4M | 64.1M | 0.6% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 2.2M | 57.7M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 2.0M | 52.8M | 0.5% |
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Holders
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