Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 3.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 663.0K | 1.9M | 1.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 307.7K | 894.8K | 0.5% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Sep 30, 2025 | 265.8K | 772.8K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 184.4K | 536.2K | 0.3% |
| Procure ETF Trust II-Procure Space ETF | Jul 31, 2025 | 118.3K | 344.1K | 0.2% |
| Virtus Investment Trust-Virtus Small-Cap Fund | Sep 30, 2025 | 112K | 325.7K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 94.7K | 275.5K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 74.7K | 217.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 65.9K | 191.6K | 0.1% |
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