Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 3.9M | 243.8M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Oct 31, 2025 | 3.6M | 221.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 218.7M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Oct 31, 2025 | 2.7M | 167.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 163.8M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Oct 31, 2025 | 2.2M | 137.8M | 2.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Oct 31, 2025 | 2.1M | 130.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 104.9M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 1.6M | 97.8M | 1.4% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Oct 31, 2025 | 1.5M | 91.6M | 1.3% |
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