Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.0M | 282.0M | 5.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 4.3M | 240.6M | 4.7% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Aug 31, 2025 | 3.6M | 202.7M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.7M | 152.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.2M | 121.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.1M | 115.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.1M | 115.0M | 2.2% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 2.0M | 113.2M | 2.2% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Oct 31, 2025 | 1.2M | 67.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.2M | 64.4M | 1.2% |
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