Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 2.1M | 131.9M | 3.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.9M | 121.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 108.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 81.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 714.4K | 45.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 634.8K | 40.6M | 1.1% |
| ADVISORS' INNER CIRCLE FUND II-CHAMPLAIN MID CAP FUND | Sep 30, 2025 | 545K | 34.9M | 0.9% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Sep 30, 2025 | 493.1K | 31.6M | 0.8% |
| Legg Mason Partners Investment Trust-ClearBridge Growth Fund | Aug 31, 2025 | 451.4K | 28.9M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 444.7K | 28.5M | 0.8% |
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