Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.7M | 144.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 142.3M | 3.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 4.5M | 138.5M | 3.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 3.6M | 111.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.5M | 107.4M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.1M | 94.3M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 68.7M | 1.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 1.6M | 48.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 48.5M | 1.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 1.5M | 45.9M | 1.0% |
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Holders
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