Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 6.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 768.7K | 5.0M | 2.0% |
| Advisor Managed Portfolios-Miller Income Fund | Sep 30, 2025 | 472.8K | 3.1M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 417.0K | 2.7M | 1.1% |
| HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Small Cap Value Fund | Sep 30, 2025 | 408.5K | 2.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 329.4K | 2.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 329.0K | 2.2M | 0.9% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 300K | 2.0M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 290.7K | 1.9M | 0.8% |
| ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund | Jul 31, 2025 | 265.5K | 1.7M | 0.7% |
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