Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 318.1K | 19.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 254.5K | 15.7M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 224.5K | 13.9M | 2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 165.3K | 10.2M | 1.5% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 119.7K | 7.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 108.5K | 6.7M | 1.0% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 104.8K | 6.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 96.5K | 6.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 78.9K | 4.9M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 76.4K | 4.7M | 0.7% |
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