Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.4M | 172.9M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 730.6K | 92.2M | 3.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 696.4K | 87.9M | 2.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 664.5K | 83.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 566.0K | 71.4M | 2.4% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | Sep 30, 2025 | 559.4K | 70.6M | 2.4% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 416.2K | 52.5M | 1.8% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 288.5K | 36.4M | 1.2% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | Sep 30, 2025 | 279.0K | 35.2M | 1.2% |
| -Price (T.Rowe) U.S. Small-Cap Core Equity Trust | Sep 30, 2025 | 258.7K | 32.7M | 1.1% |
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