Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.3M | 37.3M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 19.7M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 948.6K | 15.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 910.6K | 14.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 581.4K | 9.5M | 1.5% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 510.3K | 8.4M | 1.3% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 431.8K | 7.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 430.6K | 7.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 379.4K | 6.2M | 1.0% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 371.9K | 6.1M | 1.0% |
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