Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Dec 31, 2025 | 2.7M | 37.9M | 5.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 1.6M | 22.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 22.0M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 1.2M | 16.7M | 2.3% |
| HIGHLAND GLOBAL ALLOCATION FUND | Sep 30, 2025 | 875.3K | 12.4M | 1.7% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Oct 31, 2025 | 624.3K | 8.9M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 464.4K | 6.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 461.5K | 6.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Dec 31, 2025 | 399.1K | 5.7M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Dec 31, 2025 | 396.9K | 5.6M | 0.8% |
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Holders
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