Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 160.2M | 2.2% |
| SPDR SERIES TRUST-SPDR S&P Kensho New Economies Composite ETF | Sep 30, 2025 | 1.8M | 118.5M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.8M | 118.5M | 1.6% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 1.8M | 114.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 112.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.3M | 84.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.1M | 71.8M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Sep 30, 2025 | 1.1M | 71.2M | 1.0% |
| Saba Capital Income & Opportunities Fund | Jul 31, 2025 | 1.1M | 68.7M | 0.9% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 792.4K | 51.5M | 0.7% |
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