Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 133.3M | 2.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 3.8M | 126.5M | 2.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 3.8M | 126.5M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.2M | 108.5M | 2.2% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Sep 30, 2025 | 3.1M | 102.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.0M | 99.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 63.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund | Sep 30, 2025 | 1.8M | 62.0M | 1.3% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | Sep 30, 2025 | 1.5M | 51.4M | 1.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.5M | 51.0M | 1.0% |
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