Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 540.4K | 9.9M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 475.0K | 8.7M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 231.5K | 4.3M | 1.3% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 228.9K | 4.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 200.8K | 3.7M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 168.4K | 3.1M | 1.0% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Oct 31, 2025 | 161.3K | 3.0M | 0.9% |
| John Hancock Investment Trust II-Regional Bank Fund | Sep 30, 2025 | 145.9K | 2.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 145.6K | 2.7M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 127.8K | 2.4M | 0.7% |
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