Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 12.8K | 75.6K | 0.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 8.7K | 51.6K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 4.3K | 25.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 1.5K | 9.2K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Sep 30, 2025 | 406 | 2.4K | 0 |
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Holders
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Ultra plan.