Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 382.1M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.0M | 306.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.8M | 289.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 2.6M | 270.0M | 2.1% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Sep 30, 2025 | 2.3M | 236.7M | 1.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 1.7M | 175.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.6M | 161.6M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Sep 30, 2025 | 1.6M | 160.5M | 1.2% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 1.5M | 154.4M | 1.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 1.4M | 145.3M | 1.1% |
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