Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.9M | 55.8M | 5.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 4.6M | 32.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 31.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.5M | 24.6M | 2.4% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 2.2M | 15.7M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.0M | 14.2M | 1.4% |
| VanEck ETF Trust-VanEck Oil Services ETF | Sep 30, 2025 | 1.9M | 13.1M | 1.3% |
| Principal Funds, Inc-SmallCap Fund | Jul 31, 2025 | 1.7M | 11.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 11.6M | 1.1% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Sep 30, 2025 | 1.7M | 11.6M | 1.1% |
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Holders
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