Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.0M | 184.2M | 5.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 2.2M | 103.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 98.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.7M | 78.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 75.1M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 1.5M | 70.0M | 2.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.5M | 68.8M | 2.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 1.0M | 47.2M | 1.5% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 923.0K | 42.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 906.7K | 41.9M | 1.3% |
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Holders
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