Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.5M | 129.9M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 69.9M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.5M | 55.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 52.9M | 2.4% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 1.4M | 52.3M | 2.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 926.7K | 34.7M | 1.6% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 819.6K | 30.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 788.6K | 29.5M | 1.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Sep 30, 2025 | 687.6K | 25.8M | 1.2% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 639.5K | 24.0M | 1.1% |
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