Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.3M | 349.6M | 4.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 906.4K | 248.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 849.8K | 232.8M | 3.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 846.4K | 231.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 639.7K | 175.3M | 2.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 543.7K | 149.0M | 1.9% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 449.0K | 123.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 409.5K | 112.2M | 1.5% |
| ALPS SERIES TRUST-Clarkston Partners Fund | Sep 30, 2025 | 315K | 86.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 304.4K | 83.4M | 1.1% |
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Holders
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