Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Needham Funds Inc-Needham Aggressive Growth Fund | Sep 30, 2025 | 4.2M | 12.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 5.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.8M | 5.2M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.6M | 4.7M | 2.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Intrinsic Value Fund | Sep 30, 2025 | 1.6M | 4.6M | 2.2% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 1.1M | 3.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 801.0K | 2.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 694.8K | 2.0M | 1.0% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 686.7K | 2.0M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Sep 30, 2025 | 602.6K | 1.8M | 0.9% |
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