Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Sep 30, 2025 | 633.9K | 8.5M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 430.1K | 5.8M | 2.9% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 334.2K | 4.5M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 335.1K | 4.5M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 320.9K | 4.3M | 2.2% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 320.7K | 4.3M | 2.2% |
| Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund | Sep 30, 2025 | 307.5K | 4.1M | 2.1% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 240K | 3.2M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 187.3K | 2.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 151.6K | 2.0M | 1.0% |
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