Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.1M | 47.1M | 5.3% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 1.9M | 29.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 24.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 20.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 18.0M | 2.0% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Aug 31, 2025 | 917.3K | 14.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 746.6K | 11.5M | 1.3% |
| Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund | Sep 30, 2025 | 711.8K | 11.0M | 1.2% |
| Advisors Series Trust-Huber Select Large Cap Value Fund | Sep 30, 2025 | 617.2K | 9.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 558.2K | 8.6M | 1.0% |
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Holders
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