Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 8.0M | 1.9B | 5.5% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Oct 31, 2025 | 6.3M | 1.5B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 1.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 780.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.8M | 671.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 499.3M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Oct 31, 2025 | 1.8M | 431.5M | 1.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Oct 31, 2025 | 1.7M | 410.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 350.9M | 1.0% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 1.4M | 323.9M | 0.9% |
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Holders
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