Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.5M | 205.4M | 4.7% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Metals & Mining ETF | Sep 30, 2025 | 2.0M | 162.5M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 139.1M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.6M | 129.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 108.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 103.6M | 2.4% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 1.1M | 91.3M | 2.1% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.1M | 89.0M | 2.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 878.2K | 73.0M | 1.7% |
| SmallCap World Fund Inc | Sep 30, 2025 | 852.4K | 70.9M | 1.6% |
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