Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 166.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.0M | 123.8M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.0M | 123.4M | 2.0% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 644.6K | 79.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 562.9K | 69.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 449.9K | 55.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 402.8K | 49.4M | 0.8% |
| MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund | Sep 30, 2025 | 387.5K | 47.5M | 0.8% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Sep 30, 2025 | 355.7K | 43.6M | 0.7% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 358.1K | 43.9M | 0.7% |
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