Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.6M | 85.2M | 3.2% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Sep 30, 2025 | 1.4M | 75.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 895.7K | 47.5M | 1.8% |
| Legg Mason Partners Investment Trust-ClearBridge Growth Fund | Aug 31, 2025 | 888.4K | 47.1M | 1.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 767.8K | 40.7M | 1.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 700.2K | 37.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 664.2K | 35.2M | 1.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 571.5K | 30.3M | 1.1% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 417.9K | 22.1M | 0.8% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | Sep 30, 2025 | 382.3K | 20.3M | 0.8% |
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Holders
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