Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 8.3M | 302.4M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 165.8M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.6M | 130.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.4M | 123.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.2M | 79.0M | 1.5% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 2.0M | 71.7M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.9M | 69.1M | 1.3% |
| SPDR SERIES TRUST-SPDR(R) S&P Regional Banking(SM) ETF | Sep 30, 2025 | 1.6M | 58.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 55.7M | 1.1% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 1.5M | 53.9M | 1.0% |
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Holders
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Ultra plan.