Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 147.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 108.9M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 101.1M | 2.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 2.8M | 100.3M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.6M | 91.0M | 2.0% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 1.9M | 68.3M | 1.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.7M | 61.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.7M | 60.9M | 1.3% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Oct 31, 2025 | 1.7M | 60.3M | 1.3% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 1.5M | 53.7M | 1.2% |
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