Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 293.0K | 8.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 289.6K | 8.2M | 2.6% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 226.2K | 6.4M | 2.0% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 130.2K | 3.7M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 112.1K | 3.2M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 107.0K | 3.0M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 93.5K | 2.7M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 78.7K | 2.2M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 70.1K | 2.0M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 65.6K | 1.9M | 0.6% |
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Holders
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