Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 795.0K | 767.8K | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 777.9K | 751.2K | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 313.8K | 303.0K | 0.3% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 297.1K | 286.9K | 0.3% |
| MSS Series Trust-Towpath Focus Fund | Aug 31, 2025 | 274.2K | 264.8K | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 187.2K | 180.8K | 0.2% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 109.8K | 106.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 110.8K | 107.0K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Sep 30, 2025 | 100K | 96.6K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 77.7K | 75.0K | 0.1% |
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Holders
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Ultra plan.