Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 169.5M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 795.8K | 133.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 761.5K | 127.9M | 2.4% |
| NEW ECONOMY FUND | Sep 30, 2025 | 625.2K | 105.0M | 1.9% |
| Artisan Partners Funds Inc.-Artisan Mid Cap Fund | Sep 30, 2025 | 574.7K | 96.5M | 1.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 463.8K | 77.9M | 1.4% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Sep 30, 2025 | 464.3K | 77.9M | 1.4% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Sep 30, 2025 | 434.8K | 73.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 426.5K | 71.6M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Oct 31, 2025 | 377.5K | 63.4M | 1.2% |
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