Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 2.4B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 894.9K | 1.9B | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 853.7K | 1.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 852.0K | 1.8B | 2.4% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 788.3K | 1.6B | 2.2% |
| IVY FUNDS-Macquarie Mid Cap Growth Fund | Sep 30, 2025 | 578.8K | 1.2B | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 474.8K | 987.5M | 1.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 472.8K | 983.5M | 1.3% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 411.2K | 855.3M | 1.2% |
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Holders
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