Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 12.1M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.9M | 9.8M | 1.3% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.8M | 9.4M | 1.2% |
| SPDR SERIES TRT-SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | Sep 30, 2025 | 1.5M | 7.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 841.6K | 4.4M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 757.1K | 3.9M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 663.7K | 3.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 410.9K | 2.1M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 345.0K | 1.8M | 0.2% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 320.4K | 1.7M | 0.2% |
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