Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 526.7K | 38.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 503.2K | 36.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 418.1K | 30.3M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 285.4K | 20.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 179.4K | 13.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 165.0K | 12.0M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 146.7K | 10.6M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 142.8K | 10.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 141.8K | 10.3M | 0.8% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 135.5K | 9.8M | 0.8% |
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Holders
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