Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 200.8M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 752.1K | 103.8M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 607.7K | 83.9M | 2.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 345.1K | 47.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 266.6K | 36.8M | 1.1% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 246.1K | 34.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 239.6K | 33.1M | 1.0% |
| Putnam Funds Trust-Putnam Small Cap Growth Fund | Sep 30, 2025 | 220.6K | 30.4M | 0.9% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 215.4K | 29.7M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 212.8K | 29.4M | 0.9% |
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