Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.9M | 9.9M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.0M | 8.1M | 2.2% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Sep 30, 2025 | 2.7M | 5.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 3.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.6M | 3.2M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.4M | 2.9M | 0.8% |
| ROYCE FUND-Royce Micro-Cap Fund | Sep 30, 2025 | 1.3M | 2.6M | 0.7% |
| ROYCE MICRO-CAP TRUST, INC. | Sep 30, 2025 | 980K | 2.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 862.4K | 1.8M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 700.8K | 1.4M | 0.4% |
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