Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.6M | 354.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.0M | 331.8M | 3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 7.3M | 300.3M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.1M | 250.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 3.4M | 139.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.9M | 118.7M | 1.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 2.8M | 113.7M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 2.5M | 105.0M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 2.0M | 83.2M | 0.8% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.8M | 75.0M | 0.7% |
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Holders
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Ultra plan.