Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 335.6K | 6.2M | 3.5% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 277.2K | 5.1M | 2.9% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 169.1K | 3.1M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 151.7K | 2.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 100.0K | 1.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 95.8K | 1.8M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 83.3K | 1.5M | 0.9% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 64.6K | 1.2M | 0.7% |
| ROYCE CAPITAL FUND-Royce Capital Fund - Small-Cap Portfolio | Sep 30, 2025 | 62.0K | 1.1M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 58.0K | 1.1M | 0.6% |
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