Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.9M | 650.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 576.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 434.9M | 2.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 3.3M | 435.3M | 2.1% |
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Sep 30, 2025 | 2.5M | 328.3M | 1.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.8M | 243.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.8M | 243.4M | 1.2% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 1.7M | 225.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 218.3M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Sep 30, 2025 | 1.3M | 172.7M | 0.9% |
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Holders
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