Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.7M | 148.7M | 5.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 2.1M | 116.5M | 4.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 2.0M | 112.9M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 74.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 68.3M | 2.5% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 1.2M | 65.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 997.1K | 55.4M | 2.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 755.2K | 42.0M | 1.5% |
| Third Avenue Trust-THIRD AVENUE VALUE FUND | Jul 31, 2025 | 677.4K | 37.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 556.5K | 30.9M | 1.1% |
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Holders
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