Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 108.1M | 2.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 3.8M | 102.6M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.2M | 88.0M | 2.2% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Sep 30, 2025 | 3.1M | 83.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.0M | 80.7M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 51.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund | Sep 30, 2025 | 1.8M | 50.3M | 1.3% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 1.5M | 41.6M | 1.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.5M | 41.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 39.0M | 1.0% |
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