Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 168.6M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 167.1M | 3.0% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 1.1M | 134.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 126.8M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 921.0K | 109.1M | 1.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Sep 30, 2025 | 746.2K | 88.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 599.4K | 71.0M | 1.3% |
| Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund | Sep 30, 2025 | 561.4K | 66.5M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 495.9K | 58.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 473.8K | 56.1M | 1% |
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Holders
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