Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.2M | 40.1M | 5.5% |
| ROYCE FUND-Royce Small-Cap Special Equity Fund | Sep 30, 2025 | 1.0M | 33.7M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 693.4K | 22.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 521.1K | 17.2M | 2.4% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 398K | 13.1M | 1.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 330.7K | 10.9M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 308.5K | 10.2M | 1.4% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 240.5K | 7.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 216.8K | 7.2M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 213.9K | 7.1M | 1.0% |
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Holders
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