Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Sep 30, 2025 | 1.7M | 30.9M | 5.7% |
| Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund | Sep 30, 2025 | 878.4K | 15.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 868.6K | 15.6M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 711.1K | 12.8M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 671.3K | 12.1M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 306.2K | 5.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 287.7K | 5.2M | 1.0% |
| Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Technology Momentum ETF | Sep 30, 2025 | 258.0K | 4.6M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 201.3K | 3.6M | 0.7% |
| WILLIAM BLAIR FUNDS-William Blair Small Cap Growth Fund | Oct 31, 2025 | 174.8K | 3.1M | 0.6% |
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