Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.2M | 110.2M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 60.3M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.5M | 53.5M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.0M | 46.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.9M | 44.8M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.6M | 40.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 28.7M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.7M | 26.7M | 1.4% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Aug 31, 2025 | 1.7M | 25.5M | 1.4% |
| ROYCE FUND-Royce Small-Cap Special Equity Fund | Sep 30, 2025 | 1.4M | 21.1M | 1.1% |
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Holders
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Ultra plan.