Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.5M | 147.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 136.6M | 3.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 4.0M | 129.4M | 2.9% |
| SmallCap World Fund Inc | Sep 30, 2025 | 3.5M | 114.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.4M | 111.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.2M | 103.8M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.9M | 93.3M | 2.1% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Sep 30, 2025 | 2.2M | 71.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 66.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.0M | 66.1M | 1.5% |
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Holders
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