Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 588.9K | 11.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 466.6K | 9.2M | 2.5% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jul 31, 2025 | 383.1K | 7.5M | 2.0% |
| Manning & Napier Fund, Inc.-Callodine Equity Income Series | Sep 30, 2025 | 374.7K | 7.4M | 2.0% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 247.6K | 4.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 217.8K | 4.3M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 186.5K | 3.7M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 139.4K | 2.7M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 101.6K | 2.0M | 0.5% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Sep 30, 2025 | 97.3K | 1.9M | 0.5% |
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