Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.3M | 375.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 193.9M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 156.8M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.4M | 153.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 145.1M | 2.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 1.0M | 115.0M | 1.8% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Sep 30, 2025 | 976.9K | 109.8M | 1.7% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 955.0K | 107.4M | 1.7% |
| Vanguard Explorer Fund | Jul 31, 2025 | 851.4K | 95.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 722.8K | 81.3M | 1.3% |
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Holders
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