Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 424.4K | 18.6M | 3.2% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 345.7K | 15.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 335.6K | 14.7M | 2.6% |
| ProShares Trust-ProShares S&P Technology Dividend Aristocrats ETF | Oct 31, 2025 | 235.4K | 10.3M | 1.8% |
| Fenimore Asset Management Trust-FAM Small Cap Fund | Sep 30, 2025 | 222.6K | 9.7M | 1.7% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Oct 31, 2025 | 180.9K | 7.9M | 1.4% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund | Sep 30, 2025 | 167.1K | 7.3M | 1.3% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | Oct 31, 2025 | 142.2K | 6.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 133.6K | 5.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 122.4K | 5.4M | 0.9% |
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