Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.5M | 37.4M | 4.9% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 4.3M | 24.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 20.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 16.7M | 2.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 1.5M | 8.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 7.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 7.4M | 1.0% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 1.2M | 6.8M | 0.9% |
| Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund | Sep 30, 2025 | 1.2M | 6.7M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.1M | 6.6M | 0.9% |
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Holders
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