Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.1M | 40.5M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 572.8K | 21.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 467.0K | 17.3M | 2.5% |
| Templeton Global Smaller Companies Fund | Aug 31, 2025 | 441.9K | 16.3M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 422.0K | 15.6M | 2.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 275.2K | 10.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 193.7K | 7.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 189.2K | 7.0M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 171.2K | 6.3M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 163.6K | 6.1M | 0.9% |
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Holders
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