Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2025 | 3.1M | 144.0M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 1.8M | 85.0M | 3.1% |
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Sep 30, 2025 | 1.6M | 76.9M | 2.8% |
| Conestoga Funds-Conestoga Small Cap Fund | Jun 30, 2025 | 1.5M | 69.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 61.8M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 59.8M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.3M | 58.8M | 2.1% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 1.0M | 47.8M | 1.7% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 980.6K | 45.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 798.9K | 37.4M | 1.3% |
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Holders
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Ultra plan.