Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 10.2M | 227.1M | 5.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 5.3M | 118.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.3M | 117.5M | 3.0% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | Aug 31, 2025 | 4.6M | 101.0M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.1M | 91.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.0M | 87.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 56.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.9M | 41.7M | 1.1% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Sep 30, 2025 | 1.8M | 39.7M | 1.0% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 1.8M | 39.3M | 1.0% |
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Holders
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