Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Nov 30, 2025 | 1.5M | 166.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 157.1M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Nov 30, 2025 | 1.2M | 129.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 117.8M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 923.8K | 101.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 686.6K | 75.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 509.9K | 56.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 474.2K | 52.1M | 1.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 447.0K | 49.1M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Nov 30, 2025 | 413.6K | 45.4M | 0.9% |
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Holders
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