Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.1M | 145.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 74.2M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 2.0M | 70.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 56.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 56.2M | 2.3% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Sep 30, 2025 | 1.2M | 43.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.0M | 36.0M | 1.4% |
| Natixis Funds Trust I-Vaughan Nelson Small Cap Fund | Sep 30, 2025 | 768.3K | 27.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 753.7K | 26.7M | 1.1% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | Sep 30, 2025 | 716.6K | 25.4M | 1.0% |
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Holders
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