Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 138.2M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.5M | 138.3M | 3.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 1.2M | 110.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 108.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 102.7M | 2.4% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 727.3K | 68.9M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 699.5K | 66.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 694.1K | 65.7M | 1.5% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Sep 30, 2025 | 594.8K | 56.3M | 1.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Sep 30, 2025 | 569.4K | 53.9M | 1.3% |
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