Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 236.8K | 7.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 191.7K | 5.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 94.5K | 2.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 87.8K | 2.6M | 1.0% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 82.1K | 2.5M | 0.9% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 78.3K | 2.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 71.3K | 2.1M | 0.8% |
| FINANCIAL INVESTORS TRUST-Emerald Growth Fund | Jul 31, 2025 | 45K | 1.3M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 44.9K | 1.3M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 40.3K | 1.2M | 0.4% |
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Holders
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