Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.0M | 215.9M | 5.8% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Metals & Mining ETF | Sep 30, 2025 | 1.6M | 113.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 109.1M | 3.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.4M | 100.9M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 93.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 83.6M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.1M | 79.6M | 2.2% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 820K | 59.1M | 1.6% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Sep 30, 2025 | 782.5K | 56.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 648.1K | 46.7M | 1.3% |
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Holders
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