Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 721.7K | 71.4M | 4.0% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Sep 30, 2025 | 666.6K | 66.0M | 3.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 416.9K | 41.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 400.5K | 39.6M | 2.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 347.1K | 34.4M | 1.9% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 333.7K | 33.0M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 315.9K | 31.3M | 1.7% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Sep 30, 2025 | 229.1K | 22.7M | 1.3% |
| Invesco Exch-Trd Fd. TRT-Invesco Leisure and Entertainment ETF | Aug 31, 2025 | 136.1K | 13.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 131.8K | 13.0M | 0.7% |
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Holders
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