Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 1.5M | 139.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 133.1M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 1.2M | 109.5M | 2.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Dec 31, 2025 | 1.1M | 102.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 99.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 686.6K | 63.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 509.9K | 47.4M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Nov 30, 2025 | 476.3K | 44.3M | 1.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 447.0K | 41.6M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Dec 31, 2025 | 406.1K | 37.8M | 0.9% |
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Holders
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