Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Dec 31, 2025 | 7.5M | 30.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 15.9M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 3.0M | 12.3M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 11.5M | 0.6% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF | Jan 31, 2026 | 1.7M | 7.2M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.6M | 6.5M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 5.6M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.2M | 4.8M | 0.2% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Dec 31, 2025 | 1.1M | 4.5M | 0.2% |
| iShares Trust-iShares Russell 2000 Growth ETF | Dec 31, 2025 | 1.0M | 4.2M | 0.2% |
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Holders
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Ultra plan.