Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jul 31, 2025 | 804.8K | 5.6M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 614.1K | 4.3M | 3.0% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 425K | 3.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 225.3K | 1.6M | 1.1% |
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | Sep 30, 2025 | 185K | 1.3M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 156.7K | 1.1M | 0.8% |
| Gabelli Healthcare & WellnessRx Trust | Sep 30, 2025 | 142.1K | 994.6K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 107.9K | 755.0K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 107.2K | 750.2K | 0.5% |
| 1290 Funds-1290 Essex Small Cap Growth Fund | Jul 31, 2025 | 85.8K | 600.8K | 0.4% |
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