Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Jun 30, 2024 | 936.9K | 10.6M | 3.1% |
| iShares Russell 2000 ETF | Jul 31, 2024 | 811.8K | 9.2M | 2.7% |
| Royce Small-Cap Opportunity Fund | Jun 30, 2024 | 760.2K | 8.6M | 2.5% |
| Avantis U.S. Small Cap Value ETF | Aug 31, 2024 | 528.2K | 6.0M | 1.7% |
| Vanguard Extended Market Index Fund | Jun 30, 2024 | 464.4K | 5.3M | 1.5% |
| Unified Series Trust-Ballast Small/Mid Cap ETF | Jun 30, 2024 | 389.8K | 4.4M | 1.3% |
| Hotchkis and Wiley Small Cap Diversified Value Fund | Jun 30, 2024 | 311.1K | 3.5M | 1.0% |
| Fidelity Small Cap Index Fund | Jun 30, 2024 | 307.4K | 3.5M | 1.0% |
| Principal Small Cap Value Fd II | Apr 30, 2024 | 266.4K | 3.0M | 0.9% |
| iShares Russell 2000 Value ETF | Jul 31, 2024 | 237.7K | 2.7M | 0.8% |
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Holders
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