Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.1M | 131.9M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 71.0M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 909.9K | 56.8M | 2.2% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund | Jul 31, 2025 | 662.7K | 41.4M | 1.6% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 650K | 40.6M | 1.6% |
| JPMorgan Trust II-JPMorgan Small Cap Growth Fund | Sep 30, 2025 | 569.2K | 35.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 384.9K | 24.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 361.6K | 22.6M | 0.9% |
| MFS SERIES TRUST I-MFS New Discovery Fund | Aug 31, 2025 | 326.6K | 20.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 318.2K | 19.9M | 0.8% |
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Holders
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