Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.8M | 112.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 111.2M | 3.3% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 5.2M | 86.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.0M | 83.5M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 4.4M | 72.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.2M | 53.4M | 1.6% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 3.1M | 52.3M | 1.5% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 3.1M | 51.6M | 1.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Oct 31, 2025 | 2.9M | 48.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 37.7M | 1.1% |
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Holders
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