Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.8M | 102.9M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 49.5M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 44.2M | 2.5% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Aug 31, 2025 | 2.5M | 38.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.5M | 37.7M | 2.1% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Sep 30, 2025 | 2.3M | 35.6M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.4M | 21.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 18.9M | 1.1% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | Jul 31, 2025 | 1.2M | 18.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.2M | 17.6M | 1.0% |
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