Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.9M | 78.9M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 41.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 787.3K | 32.6M | 2.4% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 767.1K | 31.8M | 2.3% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Sep 30, 2025 | 487.2K | 20.2M | 1.5% |
| iShares Trust-iShares U.S. Infrastructure ETF | Sep 30, 2025 | 455.8K | 18.9M | 1.4% |
| Managed Portfolio Series-Nuance Mid Cap Value Fund | Jul 31, 2025 | 359.4K | 14.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 348.0K | 14.4M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 321.9K | 13.3M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 299.4K | 12.4M | 0.9% |
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Holders
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