Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.7M | 181.1M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 94.0M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 81.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 78.1M | 2.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.1M | 75.3M | 2.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 1.1M | 75.3M | 2.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 879.4K | 59.4M | 2% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Sep 30, 2025 | 806.8K | 54.5M | 1.8% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 792.7K | 53.6M | 1.8% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 761.3K | 51.4M | 1.7% |
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