Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.2M | 189.1M | 5.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.7M | 119.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 100.0M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.7M | 75.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 75.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.1M | 48.2M | 1.3% |
| GMO TRUST-GMO Resources Fund | Aug 31, 2025 | 975.5K | 43.5M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Oct 31, 2025 | 900K | 40.2M | 1.1% |
| SPDR SERIES TRT-SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | Sep 30, 2025 | 840.1K | 37.5M | 1% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Sep 30, 2025 | 797.3K | 35.6M | 1.0% |
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Holders
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