Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.0M | 446.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 993.0K | 441.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 748.1K | 332.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 418.8K | 186.4M | 1.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 389.4K | 173.3M | 1.2% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 342.9K | 152.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 336.5K | 149.7M | 1.1% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 336.1K | 149.6M | 1.1% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 332.0K | 147.7M | 1.1% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 325.7K | 144.9M | 1.0% |
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