Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 15.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.7M | 12.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 5.9M | 1.1% |
| NORTHERN LIGHTS FUND TRUST II-Hodges Fund | Sep 30, 2025 | 1.3M | 5.8M | 1.1% |
| -Disciplined Growth Investors Fund | Jul 31, 2025 | 1.1M | 5.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.1M | 5.0M | 0.9% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 960.0K | 4.5M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 866.9K | 4.0M | 0.7% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Retail ETF | Sep 30, 2025 | 800.6K | 3.7M | 0.7% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Sep 30, 2025 | 673.6K | 3.1M | 0.6% |
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