Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.3M | 355.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 333.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.3M | 250.8M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.7M | 183.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.5M | 160.5M | 1.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.4M | 155.1M | 1.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.2M | 128.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 119.3M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 765.9K | 83.5M | 0.8% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 576.4K | 62.8M | 0.6% |
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Holders
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