Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.4M | 144.6M | 4.6% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 1.5M | 90.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 83.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 62.7M | 2.0% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 956.5K | 56.7M | 1.8% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Sep 30, 2025 | 680.2K | 40.3M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 598.7K | 35.5M | 1.1% |
| JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund | Sep 30, 2025 | 524.3K | 31.1M | 1.0% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 486.0K | 28.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 450.8K | 26.7M | 0.8% |
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