Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.3M | 188.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 185.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 986.4K | 140.1M | 2.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 896.4K | 127.3M | 2.2% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Sep 30, 2025 | 817.5K | 116.1M | 2.0% |
| FMI Funds Inc-Common Stock Fund | Sep 30, 2025 | 565K | 80.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 551.7K | 78.3M | 1.3% |
| SmallCap World Fund Inc | Sep 30, 2025 | 515.1K | 73.1M | 1.2% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 494.0K | 70.2M | 1.2% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 472.8K | 67.1M | 1.1% |
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