Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.8M | 136.0M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 105.6M | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.3M | 98.6M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 79.6M | 2.3% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 989.7K | 75.0M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 745.4K | 56.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 672.2K | 51.0M | 1.5% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 643.9K | 48.8M | 1.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 610.8K | 46.3M | 1.3% |
| Delaware Group Equity Funds V-Macquarie Small Cap Value Fund | Aug 31, 2025 | 501.1K | 38.0M | 1.1% |
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Holders
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