Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 14.7M | 271.6M | 5.7% |
| Smead Funds Trust-Smead Value Fund | Aug 31, 2025 | 13.0M | 239.4M | 5.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 9.4M | 173.4M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 149.2M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 6.4M | 118.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.0M | 110.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.8M | 70.8M | 1.5% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.9M | 53.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.7M | 50.0M | 1.1% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 2.7M | 49.0M | 1.0% |
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Holders
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