Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.7M | 87.3M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 908.6K | 46.2M | 3.1% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 831.8K | 42.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 739.5K | 37.6M | 2.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 650K | 33.1M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 491.8K | 25.0M | 1.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 474.3K | 24.1M | 1.6% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Sep 30, 2025 | 436.9K | 22.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 350.6K | 17.8M | 1.2% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 351.6K | 17.9M | 1.2% |
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Holders
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