Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.6M | 201.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 199.9M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.5M | 178.0M | 2.7% |
| Fidelity Select Portfolios-Select Health Care Portfolio | Oct 31, 2025 | 1.4M | 165.1M | 2.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.3M | 162.0M | 2.5% |
| Fidelity Select PORT.s-Select Medical Technology and Devices PORT. | Oct 31, 2025 | 1.3M | 156.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 149.6M | 2.3% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Aug 31, 2025 | 1.2M | 143.8M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 838.7K | 102.6M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 763.1K | 93.3M | 1.4% |
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