Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.8M | 167.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.6M | 160.1M | 2.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 4.9M | 140.3M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.8M | 137.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.2M | 120.6M | 2.1% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 3.0M | 85.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.7M | 77.2M | 1.4% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.7M | 76.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 56.5M | 1% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 1.9M | 54.1M | 1.0% |
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