Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALGER FUNDS-Alger Small Cap Focus Fund | Jul 31, 2025 | 1.5M | 11.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 11.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 9.4M | 2.4% |
| Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Small Company Fd. | Sep 30, 2025 | 955.0K | 7.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 564.6K | 4.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 497.3K | 3.8M | 1.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 363.1K | 2.8M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 330.2K | 2.5M | 0.7% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 324.2K | 2.5M | 0.6% |
| Needham Funds Inc-Needham Small Cap Growth Fund | Sep 30, 2025 | 278K | 2.1M | 0.6% |
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