Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BERTOLET CAPITAL TRUST-Pinnacle Value Fund | Sep 30, 2025 | 422.6K | 5.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 400.5K | 4.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 130.7K | 1.6M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 118.7K | 1.4M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 101.9K | 1.2M | 0.6% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 93.1K | 1.1M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 64.9K | 773.8K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 63.9K | 761.9K | 0.4% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | Sep 30, 2025 | 50K | 595.7K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 38.2K | 455.7K | 0.2% |
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