Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.0M | 114.9M | 2.5% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 2.6M | 98.8M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.7M | 66.0M | 1.5% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 1.2M | 46.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.2M | 45.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.1M | 41.9M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.1M | 40.6M | 0.9% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 982.4K | 37.5M | 0.8% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 564.6K | 21.6M | 0.5% |
| Fidelity Advisor Series I-Fidelity Advisor Small Cap Fund | Sep 30, 2025 | 468.2K | 17.9M | 0.4% |
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