Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.1M | 146.0M | 5.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 76.7M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 891.5K | 63.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 809.8K | 57.4M | 2.1% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 734.9K | 52.1M | 1.9% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 593.2K | 42.0M | 1.5% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Aerospace & Defense ETF | Sep 30, 2025 | 581.0K | 41.2M | 1.5% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jul 31, 2025 | 561.1K | 39.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 518.3K | 36.7M | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 431.5K | 30.6M | 1.1% |
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Holders
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Ultra plan.