Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 439.8K | 41.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 345.9K | 32.6M | 2.3% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Oct 31, 2025 | 268.4K | 25.3M | 1.8% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Aerospace & Defense ETF | Sep 30, 2025 | 259.3K | 24.4M | 1.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 233.1K | 21.9M | 1.6% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jul 31, 2025 | 168.0K | 15.8M | 1.1% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 167.2K | 15.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 145.3K | 13.7M | 1.0% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 143.8K | 13.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 138.4K | 13.0M | 0.9% |
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