Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 830.8K | 9.8M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 658.3K | 7.7M | 2.3% |
| ROYCE SMALL-CAP TRUST, INC. | Sep 30, 2025 | 314.9K | 3.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 286.3K | 3.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 257.5K | 3.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 223.2K | 2.6M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 134.0K | 1.6M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 121.0K | 1.4M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 116.3K | 1.4M | 0.4% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Sep 30, 2025 | 95.5K | 1.1M | 0.3% |
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