Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 532.2K | 11.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 415.9K | 8.9M | 2.3% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 275K | 5.9M | 1.5% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 250K | 5.4M | 1.4% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2025 | 210.7K | 4.5M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Aug 31, 2025 | 191.3K | 4.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 190.6K | 4.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 172.3K | 3.7M | 1.0% |
| RUSSELL INVESTMENT CO-Tax-Managed U.S. Mid & Small Cap Fund | Jul 31, 2025 | 169.3K | 3.6M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 133.5K | 2.9M | 0.8% |
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Holders
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