Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 26.8M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 21.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.0M | 20.4M | 2.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.0M | 20.2M | 2.1% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund | Sep 30, 2025 | 767.8K | 15.2M | 1.6% |
| Vanguard Explorer Fund | Jul 31, 2025 | 704.7K | 14.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 576.3K | 11.4M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and | Sep 30, 2025 | 544.3K | 10.8M | 1.1% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Sep 30, 2025 | 522.7K | 10.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 515.4K | 10.2M | 1.1% |
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Holders
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