Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 148.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 139.0M | 3.0% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.4M | 118.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 104.6M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 100.7M | 2.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 771.0K | 67.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 766.8K | 66.9M | 1.5% |
| Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund | Sep 30, 2025 | 662.7K | 57.8M | 1.3% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Sep 30, 2025 | 604.6K | 52.8M | 1.1% |
| MADISON FUNDS-Madison Mid Cap Fund | Jul 31, 2025 | 586.2K | 51.2M | 1.1% |
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Holders
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Ultra plan.