Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.3M | 92.2M | 5.8% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 3.0M | 83.0M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 49.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 39.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 37.6M | 2.4% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Sep 30, 2025 | 1.2M | 33.3M | 2.1% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 1.2M | 33.0M | 2.1% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Oct 31, 2025 | 951.9K | 26.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 867.1K | 24.1M | 1.5% |
| Williamsburg Investment Trust-Davenport Equity Opportunities Fund | Sep 30, 2025 | 778.3K | 21.6M | 1.4% |
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