Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 8.4M | 211.6M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 108.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.5M | 88.0M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.4M | 86.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 81.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.8M | 45.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 38.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.4M | 35.2M | 1.0% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 1.2M | 31.3M | 0.9% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Sep 30, 2025 | 1.2M | 30.6M | 0.9% |
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Holders
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Ultra plan.