Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 1.3M | 1.1B | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.1M | 968.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 958.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 836.2K | 720.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 468.0K | 403.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 376.9K | 324.9M | 1.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 338.5K | 291.8M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 299.5K | 258.2M | 0.9% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Sep 30, 2025 | 279.6K | 241.0M | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 274.0K | 236.2M | 0.8% |
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