Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.9M | 212.3M | 5.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 121.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.6M | 97.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.4M | 91.0M | 2.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 2.7M | 73.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.9M | 51.0M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.4M | 38.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 39.1M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.3M | 34.1M | 0.8% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.3M | 33.9M | 0.8% |
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Holders
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Ultra plan.