Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 9.4M | 256.5M | 5.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 5.9M | 160.4M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.9M | 135.3M | 2.9% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 4.9M | 134.5M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.1M | 110.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.7M | 101.1M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.4M | 64.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 47.1M | 1.0% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Oct 31, 2025 | 1.7M | 47.0M | 1.0% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Oct 31, 2025 | 1.7M | 46.3M | 1% |
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Holders
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