Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 118.1K | 7.0M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 93.8K | 5.6M | 2.0% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 63.8K | 3.8M | 1.3% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 63.7K | 3.8M | 1.3% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 63.6K | 3.8M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 42.1K | 2.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 36.3K | 2.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 36.1K | 2.2M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 30.8K | 1.8M | 0.6% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 26.0K | 1.5M | 0.5% |
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Holders
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