Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.8M | 264.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.0M | 136.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.2M | 102.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.2M | 57.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 48.6M | 1.1% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Sep 30, 2025 | 851.7K | 39.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund | Sep 30, 2025 | 687.2K | 31.5M | 0.7% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 649.8K | 29.8M | 0.7% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Sep 30, 2025 | 535.3K | 24.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 524.6K | 24.0M | 0.5% |
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Holders
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Ultra plan.