Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.1M | 256.1M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 161.6M | 2.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.9M | 157.4M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.5M | 125.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 121.7M | 1.7% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.2M | 95.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 951.9K | 77.9M | 1.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Sep 30, 2025 | 866K | 70.9M | 1.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 861.1K | 70.5M | 1.0% |
| Fidelity Contrafund | Sep 30, 2025 | 687.0K | 56.2M | 0.8% |
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Holders
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Ultra plan.