Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.4M | 85.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 76.9M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.8M | 64.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 57.8M | 2.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 1.6M | 55.1M | 2.1% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 1.5M | 53.2M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.0M | 37.0M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 984.7K | 35.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 778.8K | 27.6M | 1.0% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Oct 31, 2025 | 742.7K | 26.4M | 1.0% |
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