Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.0M | 129.8M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.6M | 65.7M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 54.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 50.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.5M | 28.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.3M | 23.9M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.2M | 21.6M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 1.1M | 20.4M | 0.9% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 1.0M | 19.1M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 943.2K | 17.4M | 0.8% |
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Holders
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Ultra plan.