Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 594.7K | 19.3M | 2.0% |
| Delaware Group Equity Funds V-Macquarie Small Cap Value Fund | Aug 31, 2025 | 584.8K | 19.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 521.8K | 17.0M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 483.9K | 15.7M | 1.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 409.2K | 13.3M | 1.4% |
| Delaware VIP Trust-Macquarie VIP Small Cap Value Series | Sep 30, 2025 | 276.2K | 9.0M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Sep 30, 2025 | 262.5K | 8.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 235.2K | 7.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 230.8K | 7.5M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 215.1K | 7.0M | 0.7% |
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