Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 19.5M | 128.2M | 2.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 18.2M | 119.3M | 1.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 8.0M | 52.4M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.4M | 48.6M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 7.3M | 47.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 7.2M | 47.0M | 0.8% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Sep 30, 2025 | 4.4M | 28.6M | 0.5% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 4.4M | 28.6M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 4.1M | 27.2M | 0.4% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 4.0M | 26.1M | 0.4% |
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