Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 5.3M | 29.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 24.3M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.5M | 19.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.2M | 18.0M | 1.9% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Sep 30, 2025 | 2.6M | 14.7M | 1.6% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.2M | 12.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 11.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 8.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2025 | 1.4M | 7.8M | 0.8% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Jun 30, 2025 | 1.3M | 7.4M | 0.8% |
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