Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.7M | 110.8M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.6M | 108.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 108.2M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.0M | 82.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 81.9M | 1.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.7M | 69.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 52.4M | 1.2% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jul 31, 2025 | 1.3M | 52.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 895.1K | 37.1M | 0.8% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 786.9K | 32.6M | 0.7% |
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Holders
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