Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 7.0M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 951.9K | 4.8M | 2.0% |
| Unified Series Trust-Crawford Small Cap Dividend Fund | Sep 30, 2025 | 610.1K | 3.1M | 1.3% |
| FundVantage Trust-Private Capital Management Value Fund | Jul 31, 2025 | 369.8K | 1.9M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 368.1K | 1.9M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 361.7K | 1.8M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 345.0K | 1.7M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 287.6K | 1.5M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Sep 30, 2025 | 249.5K | 1.3M | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 196.2K | 990.6K | 0.4% |
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Holders
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