Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.6M | 86.7M | 5.5% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 2.5M | 60.9M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 44.9M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 37.9M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.4M | 35.2M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 805.1K | 19.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 653.6K | 15.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 612.6K | 14.9M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 586.4K | 14.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 540.4K | 13.2M | 0.8% |
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Holders
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