Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Dec 31, 2025 | 7.5M | 568.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 293.9M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 3.0M | 226.9M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.8M | 213.0M | 0.6% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF | Jan 31, 2026 | 1.7M | 132.5M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.6M | 119.8M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.3M | 102.5M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.2M | 88.1M | 0.2% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Dec 31, 2025 | 1.1M | 83.6M | 0.2% |
| iShares Trust-iShares Russell 2000 Growth ETF | Dec 31, 2025 | 1.0M | 78.1M | 0.2% |
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Holders
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Ultra plan.