Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 1.1M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 2.6B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 911.3K | 2.1B | 2.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 879.0K | 2.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 852.0K | 2.0B | 2.4% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 788.3K | 1.8B | 2.2% |
| IVY FUNDS-Macquarie Mid Cap Growth Fund | Sep 30, 2025 | 578.8K | 1.3B | 1.6% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Nov 30, 2025 | 501.4K | 1.2B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 474.8K | 1.1B | 1.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 472.8K | 1.1B | 1.3% |
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Holders
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