Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.1M | 76.8M | 3% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 12.0M | 76.1M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 9.4M | 59.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.3M | 59.2M | 2.3% |
| SmallCap World Fund Inc | Sep 30, 2025 | 7.7M | 49.3M | 1.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 7.3M | 46.3M | 1.8% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 6.2M | 39.4M | 1.5% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Sep 30, 2025 | 5.3M | 34.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.2M | 33.1M | 1.3% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 4.6M | 29.1M | 1.1% |
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