Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Sep 30, 2025 | 910K | 357.7M | 3.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 706.1K | 277.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 699.9K | 275.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 524.6K | 206.2M | 2.3% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 425K | 167.1M | 1.8% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 398.0K | 156.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 293.6K | 115.4M | 1.3% |
| SmallCap World Fund Inc | Sep 30, 2025 | 257.6K | 101.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 237.0K | 93.2M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 206.8K | 81.3M | 0.9% |
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Holders
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