Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Dec 31, 2025 | 2.0M | 87.9M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 44.1M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 827.5K | 36.4M | 2.5% |
| iShares Trust-iShares U.S. Infrastructure ETF | Dec 31, 2025 | 512.7K | 22.6M | 1.5% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Jan 31, 2026 | 488.3K | 21.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 348.0K | 15.3M | 1.1% |
| Managed Portfolio Series-Nuance Mid Cap Value Fund | Oct 31, 2025 | 336.3K | 14.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Nov 30, 2025 | 323.5K | 14.2M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Dec 31, 2025 | 312.5K | 13.8M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Dec 31, 2025 | 294.6K | 13.0M | 0.9% |
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Holders
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