Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.7M | 95.3M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 67.5M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.3M | 55.6M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.2M | 53.2M | 2.4% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 2.2M | 36.5M | 1.6% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 2.0M | 33.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 25.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 23.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.3M | 22.0M | 1.0% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund | Sep 30, 2025 | 1.3M | 21.1M | 0.9% |
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