Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 238.1K | 13.7M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 206.4K | 11.9M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 158.0K | 9.1M | 1.9% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 137.2K | 7.9M | 1.7% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 130.7K | 7.5M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 112.8K | 6.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 96.0K | 5.5M | 1.2% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 91.9K | 5.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 79.7K | 4.6M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 76.8K | 4.4M | 0.9% |
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