Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 9.4M | 183.7M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.7M | 170.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.0M | 157.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.1M | 120.1M | 2.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 3.9M | 76.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 76.9M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 3.7M | 71.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.9M | 57.0M | 1.1% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Sep 30, 2025 | 2.5M | 48.6M | 0.9% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P Ultra Dividend Revenue ETF | Sep 30, 2025 | 2.5M | 48.2M | 0.9% |
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Holders
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