Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.6M | 98.6M | 5.8% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Sep 30, 2025 | 1.3M | 76.4M | 4.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 1.0M | 62.5M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 881.9K | 53.4M | 3.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 787.0K | 47.6M | 2.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 764.5K | 46.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 698.9K | 42.3M | 2.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 498K | 30.1M | 1.8% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Sep 30, 2025 | 406.6K | 24.6M | 1.5% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Sep 30, 2025 | 360.4K | 21.8M | 1.3% |
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