Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 6.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 930.9K | 5.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 459.4K | 2.7M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 424.7K | 2.5M | 1.1% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 377.2K | 2.2M | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 244.7K | 1.4M | 0.6% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | Jul 31, 2025 | 241.9K | 1.4M | 0.6% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 199.5K | 1.2M | 0.5% |
| SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED SMALL/MID CAP FUND | Sep 30, 2025 | 176.8K | 1.0M | 0.4% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 106.3K | 614.5K | 0.3% |
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Holders
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