Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.9M | 160.3M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 82.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 66.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.9M | 62.1M | 2.4% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.5M | 49.2M | 1.9% |
| Professionally Managed Portfolios-Congress Small Cap Growth Fund | Oct 31, 2025 | 1.1M | 34.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.1M | 34.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 908.7K | 29.4M | 1.1% |
| Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com | Sep 30, 2025 | 849.6K | 27.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 816.9K | 26.5M | 1.0% |
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Holders
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Ultra plan.