Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.3M | 149.0M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 86.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 993.1K | 65.0M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 958.8K | 62.8M | 2.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 674.7K | 44.2M | 1.5% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 664.3K | 43.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 635.7K | 41.6M | 1.4% |
| Delaware Group Equity Funds V-Macquarie Small Cap Value Fund | Aug 31, 2025 | 513.7K | 33.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 418.0K | 27.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 381.0K | 25.0M | 0.8% |
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Holders
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Ultra plan.