Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 259.7M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.2M | 256.1M | 2.7% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.1M | 243.1M | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 2.0M | 236.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 194.9M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.5M | 169.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.1M | 124.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 740.7K | 85.9M | 0.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 629.5K | 73.0M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 518.9K | 60.2M | 0.6% |
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Holders
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