Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 24.4M | 78.8M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 13.3M | 42.8M | 3.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 11.9M | 38.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.9M | 32.1M | 2.4% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 9.6M | 31.1M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 8.8M | 28.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 6.4M | 20.5M | 1.5% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 5.7M | 18.4M | 1.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 5.4M | 17.5M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 5.1M | 16.5M | 1.2% |
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Holders
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