Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 973.7K | 63.8M | 5.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 622.4K | 40.8M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 532.7K | 34.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 423.5K | 27.7M | 2.5% |
| Delaware Group Equity Funds V-Macquarie Small Cap Value Fund | Aug 31, 2025 | 421.2K | 27.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 398.2K | 26.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 254.2K | 16.7M | 1.5% |
| PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio | Jul 31, 2025 | 200K | 13.1M | 1.2% |
| Delaware VIP Trust-Macquarie VIP Small Cap Value Series | Sep 30, 2025 | 191.9K | 12.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 175.7K | 11.5M | 1.1% |
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Holders
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