Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.0M | 469.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 254.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 202.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 191.1M | 2.4% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 700K | 108.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 688.8K | 106.9M | 1.3% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Sep 30, 2025 | 570.1K | 88.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 556.1K | 86.3M | 1.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 551.2K | 85.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 520.7K | 80.8M | 1% |
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Holders
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Ultra plan.