Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 106.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 105.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 79.0M | 1.2% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 1.3M | 78.6M | 1.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.2M | 76.6M | 1.2% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 1.1M | 69.2M | 1.0% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Sep 30, 2025 | 982.0K | 61.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 810.0K | 50.5M | 0.8% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 804.7K | 50.2M | 0.8% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jul 31, 2025 | 715.0K | 44.6M | 0.7% |
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Holders
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