Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.2M | 419.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 15.2M | 315.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 8.5M | 176.4M | 1.3% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Sep 30, 2025 | 7.7M | 160.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 5.2M | 107.9M | 0.8% |
| Advisor Managed Portfolios-Patient Opportunity Trust | Sep 30, 2025 | 5M | 104.0M | 0.7% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Oct 31, 2025 | 4.7M | 98.0M | 0.7% |
| Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio | Sep 30, 2025 | 4.4M | 90.6M | 0.6% |
| MORGAN STANLEY INSTITUTIONAL FUND TRUST-Discovery Portfolio | Sep 30, 2025 | 3.6M | 74.0M | 0.5% |
| Morgan Stanley Insight Fund | Sep 30, 2025 | 3.5M | 71.9M | 0.5% |
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Holders
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