Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Dec 31, 2025 | 9.7M | 188.6M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 8.6M | 166.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.0M | 156.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.1M | 118.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 76.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 3.7M | 70.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.9M | 56.4M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 2.4M | 46.5M | 0.9% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Dec 31, 2025 | 2.3M | 45.5M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Dec 31, 2025 | 2.0M | 39.2M | 0.8% |
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Holders
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