Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 143.1K | 5.2M | 1.5% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 140.9K | 5.2M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 119.4K | 4.4M | 1.3% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 116.4K | 4.3M | 1.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 70.7K | 2.6M | 0.8% |
| Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET | Sep 30, 2025 | 57.5K | 2.1M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 45.9K | 1.7M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 42.7K | 1.6M | 0.5% |
| American Century Capital Portfolios, Inc.-Small Cap Dividend Fund | Sep 30, 2025 | 34.7K | 1.3M | 0.4% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 35.0K | 1.3M | 0.4% |
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