Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 5.0M | 38.8M | 2.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 4.9M | 37.5M | 2.2% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Aug 31, 2025 | 3.4M | 26.0M | 1.5% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Sep 30, 2025 | 2.5M | 19.4M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 2.0M | 15.4M | 0.9% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 1.2M | 9.1M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.1M | 8.6M | 0.5% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Jul 31, 2025 | 1.0M | 7.9M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 898.7K | 6.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 668.2K | 5.1M | 0.3% |
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