Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.4M | 9.2M | 2.0% |
| THORNBURG INVESTMENT TRUST-Thornburg Small/Mid Cap Core Fund | Sep 30, 2025 | 2.0M | 7.7M | 1.7% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 1.5M | 5.9M | 1.3% |
| Harbor Funds II-Embark Small Cap Equity Fund | Jul 31, 2025 | 1.5M | 5.7M | 1.2% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 1.1M | 4.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 4.1M | 0.9% |
| JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund | Sep 30, 2025 | 992.9K | 3.8M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 964.0K | 3.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 838.6K | 3.2M | 0.7% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Sep 30, 2025 | 709.5K | 2.7M | 0.6% |
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