Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 38.3M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 860.1K | 30.7M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 845.7K | 30.2M | 2.4% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Sep 30, 2025 | 636.1K | 22.7M | 1.8% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 527.8K | 18.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 382.0K | 13.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 343.5K | 12.2M | 1.0% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 301.8K | 10.8M | 0.9% |
| Janus Detroit Street TRT-Janus Henderson Small/Mid Cap Growth Alpha ET | Jul 31, 2025 | 296.8K | 10.6M | 0.8% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Sep 30, 2025 | 215.3K | 7.7M | 0.6% |
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