Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 17.0M | 84.2M | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.2M | 45.5M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 8.2M | 40.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.9M | 34.2M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 4.5M | 22.2M | 1.2% |
| ETF Series Solutions-U.S. Global Jets ETF | Sep 30, 2025 | 4.3M | 21.3M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 3.3M | 16.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.1M | 15.5M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.1M | 15.3M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 2.9M | 14.5M | 0.8% |
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Holders
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Ultra plan.