Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.2M | 37.8M | 2.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 1.9M | 32.1M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.7M | 29.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 27.8M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 27.5M | 2.1% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 1.6M | 27.0M | 2.1% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 1.6M | 26.8M | 2.0% |
| MFS SERIES TRUST I-MFS Core Equity Fund | Aug 31, 2025 | 1.0M | 17.5M | 1.3% |
| Putnam Funds Trust-Putnam Small Cap Growth Fund | Sep 30, 2025 | 1.0M | 17.3M | 1.3% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | Jul 31, 2025 | 958.1K | 16.2M | 1.2% |
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Holders
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