Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 609.5K | 31.9M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 204.2K | 10.7M | 1% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Sep 30, 2025 | 181.8K | 9.5M | 0.9% |
| Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET | Sep 30, 2025 | 100.8K | 5.3M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 100.7K | 5.3M | 0.5% |
| DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund | Sep 30, 2025 | 90K | 4.7M | 0.4% |
| FINANCIAL INVESTORS TRUST-Emerald Growth Fund | Jul 31, 2025 | 90.2K | 4.7M | 0.4% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund | Sep 30, 2025 | 74.7K | 3.9M | 0.4% |
| Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Healthcare Momentum ETF | Sep 30, 2025 | 72.7K | 3.8M | 0.4% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 65.3K | 3.4M | 0.3% |
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