Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.3M | 52.2M | 5.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 30.2M | 3.0% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Sep 30, 2025 | 1.8M | 28.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 22.9M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 22.1M | 2.2% |
| MFS SERIES TRUST I-MFS New Discovery Fund | Aug 31, 2025 | 1.4M | 21.4M | 2.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.1M | 18.0M | 1.8% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 837.1K | 13.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 814.8K | 12.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 600.6K | 9.5M | 0.9% |
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Holders
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Ultra plan.