Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.1M | 175.0M | 5.8% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Metals & Mining ETF | Sep 30, 2025 | 4.6M | 113.3M | 3.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.8M | 94.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 90.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.1M | 75.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 67.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.8M | 43.3M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.6M | 40.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 32.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.2M | 30.2M | 1% |
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Holders
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Ultra plan.