Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 968.1K | 292.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 961.1K | 290.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 726.3K | 219.3M | 2.4% |
| American Century Mutual Funds, Inc.-ULTRA FUND | Sep 30, 2025 | 530K | 160.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 464.9K | 140.4M | 1.5% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 444.7K | 134.3M | 1.5% |
| Vanguard Explorer Fund | Jul 31, 2025 | 373.5K | 112.8M | 1.2% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 359.1K | 108.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 325.2K | 98.2M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Oct 31, 2025 | 309.7K | 93.5M | 1.0% |
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Holders
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