Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Oct 31, 2025 | 1.9M | 78.4M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 40.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 787.3K | 32.1M | 2.4% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Oct 31, 2025 | 716.3K | 29.2M | 2.2% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Oct 31, 2025 | 491.4K | 20.0M | 1.5% |
| iShares Trust-iShares U.S. Infrastructure ETF | Oct 31, 2025 | 461.7K | 18.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 348.0K | 14.2M | 1.1% |
| Managed Portfolio Series-Nuance Mid Cap Value Fund | Oct 31, 2025 | 336.3K | 13.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 321.8K | 13.1M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Oct 31, 2025 | 295.6K | 12.1M | 0.9% |
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Holders
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