Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 0 | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 0 | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 0 | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 0 | 2.4% |
| BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd. | Aug 31, 2025 | 1.0M | 0 | 2.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 630.1K | 0 | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 596.0K | 0 | 1.3% |
| Merger Fund-The Merger Fund | Sep 30, 2025 | 497.9K | 0 | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 472.9K | 0 | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 451.2K | 0 | 1% |
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Holders
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