Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.4M | 163.4M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.4M | 163.1M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 3.0M | 145.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.6M | 123.4M | 2.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 2.4M | 116.9M | 2.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.2M | 107.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.6M | 79.0M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.6M | 75.6M | 1.4% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 1.5M | 73.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 54.8M | 1% |
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Holders
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