Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.7M | 13.5M | 1.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 5.0M | 11.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.1M | 5.0M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 2.0M | 4.7M | 0.6% |
| SPDR SERIES TRUST-SPDR S&P Kensho New Economies Composite ETF | Sep 30, 2025 | 1.2M | 2.7M | 0.3% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.1M | 2.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.1M | 2.5M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 932.3K | 2.2M | 0.3% |
| Victory PORT.s II-VictoryShares US Small Mid Cap Value Momentum ETF | Sep 30, 2025 | 680.6K | 1.6M | 0.2% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 626.0K | 1.5M | 0.2% |
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