Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.7M | 288.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 283.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.8M | 214.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.8M | 137.0M | 1.5% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 1.5M | 120.1M | 1.3% |
| FMI Funds Inc-Common Stock Fund | Sep 30, 2025 | 1.3M | 102.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 96.6M | 1.1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 1.2M | 95.8M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 979.6K | 75.9M | 0.9% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Sep 30, 2025 | 942.2K | 73.0M | 0.8% |
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Holders
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