Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.2M | 25.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 22.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.0M | 16.2M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.4M | 11.2M | 1.4% |
| VanEck ETF Trust-VanEck Oil Services ETF | Oct 31, 2025 | 1.0M | 8.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 922.5K | 7.4M | 0.9% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 837.8K | 6.7M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 770.4K | 6.2M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 771.4K | 6.2M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 723.2K | 5.8M | 0.7% |
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