Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Dec 31, 2025 | 2.1M | 18.8M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 14.8M | 3.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Dec 31, 2025 | 1.5M | 13.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 1.3M | 12.2M | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 772.4K | 7.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 604.8K | 5.6M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Nov 30, 2025 | 546.1K | 5.0M | 1.0% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Oct 31, 2025 | 509.6K | 4.7M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 465.3K | 4.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Dec 31, 2025 | 459.8K | 4.2M | 0.9% |
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