Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 886.5K | 6.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 718.1K | 5.0M | 2.2% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 600K | 4.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 322.6K | 2.2M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 302.9K | 2.1M | 0.9% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Sep 30, 2025 | 288.8K | 2.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 247.1K | 1.7M | 0.8% |
| Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund | Jul 31, 2025 | 204.1K | 1.4M | 0.6% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Sep 30, 2025 | 165.5K | 1.1M | 0.5% |
| Jacob Funds Inc.-Jacob Internet Fund | Oct 31, 2025 | 153.1K | 1.1M | 0.5% |
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