Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.9M | 75.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.9M | 74.6M | 3.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Oct 31, 2025 | 2.6M | 66.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.3M | 59.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.2M | 55.9M | 2.4% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 2.1M | 54.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.4M | 35.8M | 1.5% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 1M | 25.8M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.0M | 25.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 977.4K | 25.2M | 1.1% |
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Holders
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