Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 331.1K | 26.4M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 256.5K | 20.4M | 2.5% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 241.7K | 19.3M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 240.4K | 19.2M | 2.3% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 215.2K | 17.1M | 2.1% |
| Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund | Sep 30, 2025 | 195.9K | 15.6M | 1.9% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2025 | 135.8K | 10.8M | 1.3% |
| ROYCE FUND-Royce Small-Cap Total Return Fund | Sep 30, 2025 | 124.0K | 9.9M | 1.2% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 105.2K | 8.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 96.9K | 7.7M | 0.9% |
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