Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.7M | 85.8M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 929.6K | 46.6M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 744.3K | 37.3M | 2.6% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 741.7K | 37.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 698.2K | 35.0M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 585.7K | 29.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 447.5K | 22.4M | 1.6% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jul 31, 2025 | 367.4K | 18.4M | 1.3% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Aug 31, 2025 | 358.0K | 17.9M | 1.3% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | Sep 30, 2025 | 329.2K | 16.5M | 1.2% |
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Holders
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