Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Nov 30, 2025 | 2.0M | 99.0M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 50.6M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Nov 30, 2025 | 786.8K | 39.7M | 2.4% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Oct 31, 2025 | 716.3K | 36.2M | 2.2% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Oct 31, 2025 | 491.4K | 24.8M | 1.5% |
| iShares Trust-iShares U.S. Infrastructure ETF | Nov 30, 2025 | 467.1K | 23.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 348.0K | 17.6M | 1.1% |
| Managed Portfolio Series-Nuance Mid Cap Value Fund | Oct 31, 2025 | 336.3K | 17.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 321.8K | 16.3M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Nov 30, 2025 | 299.9K | 15.2M | 0.9% |
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Holders
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