Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 40.6M | 3.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 948.5K | 26.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 769.4K | 21.4M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 620.3K | 17.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 555.5K | 15.5M | 1.4% |
| Managed Portfolio Series-Reinhart Genesis PMV Fund | Sep 30, 2025 | 451.6K | 12.6M | 1.2% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund | Sep 30, 2025 | 406.1K | 11.3M | 1.0% |
| LORD ABBETT SECURITIES TRUST-Lord Abbett Value Opportunities Fund | Jul 31, 2025 | 377.5K | 10.5M | 1.0% |
| ROYCE FUND-Royce Premier Fund | Sep 30, 2025 | 372.4K | 10.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 355.0K | 9.9M | 0.9% |
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Holders
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