Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 8.2M | 116.7M | 6.1% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 4.8M | 68.1M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 65.0M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.5M | 49.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 31.6M | 1.7% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Sep 30, 2025 | 2.1M | 30.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 21.4M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 1.3M | 18.3M | 1.0% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 1.2M | 17.2M | 0.9% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jul 31, 2025 | 1.1M | 16.0M | 0.8% |
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Holders
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Ultra plan.