Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.4M | 3.0B | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 8.7M | 2.5B | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 8.1M | 2.3B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.9M | 2.2B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 4.4M | 1.3B | 1.2% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Sep 30, 2025 | 4.0M | 1.1B | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 3.5M | 987.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.4M | 979.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 3.1M | 872.5M | 0.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.5M | 701.2M | 0.7% |
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