Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 29.0M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 822.5K | 22.2M | 1.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 465.8K | 12.6M | 0.9% |
| T. Rowe Price Health Sciences Fund, Inc. | Sep 30, 2025 | 365.5K | 9.9M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 358.9K | 9.7M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 329.2K | 8.9M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 288.7K | 7.8M | 0.5% |
| Bruce Fund, Inc.-BRUCE FUND | Sep 30, 2025 | 279.3K | 7.5M | 0.5% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Oct 31, 2025 | 244.6K | 6.6M | 0.5% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 244.2K | 6.6M | 0.5% |
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