Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 653.0K | 13.0M | 4.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 570.3K | 11.3M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 268.5K | 5.3M | 1.9% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Fund I | Jul 31, 2025 | 266.3K | 5.3M | 1.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 227.9K | 4.5M | 1.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 207.0K | 4.1M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 171.7K | 3.4M | 1.2% |
| Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund | Sep 30, 2025 | 137.8K | 2.7M | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 135.0K | 2.7M | 1.0% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 109.3K | 2.2M | 0.8% |
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