Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Oct 31, 2025 | 7.6M | 152.1M | 6.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 5.2M | 103.9M | 4.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.1M | 82.3M | 3.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.3M | 65.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 61.9M | 2.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.1M | 42.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 39.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 27.9M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.3M | 26.2M | 1.1% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Aug 31, 2025 | 1.2M | 24.0M | 1.0% |
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Holders
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Ultra plan.