Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.3M | 82.8M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 749.7K | 46.5M | 3.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 617.4K | 38.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 605.2K | 37.5M | 2.7% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 530.6K | 32.9M | 2.4% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 515.5K | 32.0M | 2.3% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Sep 30, 2025 | 306.2K | 19.0M | 1.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 265.3K | 16.4M | 1.2% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 255.1K | 15.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 246.9K | 15.3M | 1.1% |
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Holders
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