Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 609.8K | 4.2M | 3.1% |
| Needham Funds Inc-Needham Aggressive Growth Fund | Sep 30, 2025 | 372.9K | 2.6M | 1.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jul 31, 2025 | 185.4K | 1.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 151.4K | 1.0M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 138.6K | 957.4K | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 112.7K | 778.7K | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 111.5K | 770.4K | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 85.0K | 587.1K | 0.4% |
| TRANSAMERICA FUNDS-Transamerica Small/Mid Cap Value | Jul 31, 2025 | 76.5K | 528.6K | 0.4% |
| FRANK FUNDS-Camelot Event Driven Fund | Sep 30, 2025 | 70K | 483.7K | 0.4% |
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