Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 221.6M | 3.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 2.4M | 205.3M | 2.9% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Sep 30, 2025 | 2.1M | 174.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 167.5M | 2.4% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 1.6M | 134.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 107.2M | 1.5% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Sep 30, 2025 | 1.1M | 90.8M | 1.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.0M | 86.9M | 1.2% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Sep 30, 2025 | 975.7K | 82.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 896.9K | 75.8M | 1.1% |
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