Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.0M | 114.4M | 5.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 3.2M | 72.6M | 3.7% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 2.5M | 57.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 56.2M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 48.9M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.1M | 47.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.9M | 44.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 28.3M | 1.5% |
| Ariel Investment Trust-Ariel Appreciation Fund | Sep 30, 2025 | 1.2M | 26.9M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.1M | 25.7M | 1.3% |
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