Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Oct 31, 2025 | 2.6M | 61.1M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 30.6M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 29.7M | 2.5% |
| Fidelity Select Portfolios-Select Consumer Staples Portfolio | Oct 31, 2025 | 1.2M | 28.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.0M | 24.0M | 2.0% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 960.9K | 22.6M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 651.2K | 15.3M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 643.8K | 15.1M | 1.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Intrinsic Value Fund | Oct 31, 2025 | 545.2K | 12.8M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Aug 31, 2025 | 507.4K | 11.9M | 1% |
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