Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 856.6K | 5.5M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 712.0K | 4.6M | 1.5% |
| Blackrock Global Allocation Fund, Inc. | Jan 31, 2026 | 635.3K | 4.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 331.3K | 2.1M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 296.0K | 1.9M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 256.7K | 1.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 221.8K | 1.4M | 0.5% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Nov 30, 2025 | 143.6K | 926.4K | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 117.2K | 756.0K | 0.3% |
| MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund | Dec 31, 2025 | 100K | 645.0K | 0.2% |
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Holders
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