Super Micro Computer Inc (SMCI) Ownership

34.26 ↓0.46 (-1.32%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Super Micro Computer Inc (SMCI), owning a total of 62 million shares. Combined, the top 88 institutional holders of SMCI own 134.79% of the company with a total of 260.3 million shares.

In the latest ownership report on December 31st 2024, the top 88 institutional holders increased their combined ownership of SMCI by 225.9 million shares. 49 institutions bought 230,273,216 total additional shares and increased their ownership by an average of 849.12%. However 3 institutions sold 4,353,080 total shares and decreased their ownership by an average of 43.65%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Super Micro Computer increased by a net total of 225,920,136 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.446%	0.000%	61,992,493	61,992,493	2024-12-31
BlackRock Inc	7.000%	0.000%	41,543,545	41,543,545	2024-12-31
State Street Corp	3.690%	0.000%	21,898,225	21,898,225	2024-12-31
Geode Capital Management, LLC	2.165%	0.000%	12,846,717	12,846,717	2024-12-31
FMR Inc	1.619%	0.000%	9,608,569	9,608,569	2024-12-31
Coatue Management LLC	1.494%	0.000%	8,866,735	8,866,735	2024-12-31
Amvescap Plc.	1.271%	0.000%	7,542,742	7,542,742	2024-12-31
Disciplined Growth Investors Inc	1.245%	-29.171%	7,390,816	-3,043,874	2024-12-31
Morgan Stanley - Brokerage Accounts	1.166%	0.000%	6,917,785	6,917,785	2024-12-31
Jane Street Group LLC	1.160%	0.000%	6,883,272	6,883,272	2024-12-31
UBS Group AG	0.989%	0.000%	5,871,620	5,871,620	2024-12-31
Northern Trust Corp	0.825%	0.000%	4,897,876	4,897,876	2024-12-31
Marshall Wace Asset Management Ltd	0.632%	41,604.500%	3,753,405	3,744,405	2024-12-31
Legal & General Group PLC	0.630%	0.000%	3,739,323	3,739,323	2024-12-31
Charles Schwab Investment Management Inc	0.615%	0.000%	3,651,134	3,651,134	2024-12-31
Barclays PLC	0.596%	0.000%	3,537,701	3,537,701	2024-12-31
Bank of America Corp	0.556%	0.000%	3,298,506	3,298,506	2024-12-31
Bank of New York Mellon Corp	0.496%	0.000%	2,944,620	2,944,620	2024-12-31
UBS Asset Mgmt Americas Inc	0.475%	0.000%	2,815,996	2,815,996	2024-12-31
BNP Paribas Arbitrage, SA	0.453%	0.000%	2,686,350	2,686,350	2024-12-31
IMC-Chicago, LLC	0.280%	0.000%	1,636,633	1,636,633	2024-12-31
Swiss National Bank	0.254%	0.000%	1,488,800	1,488,800	2024-12-31
Sumitomo Mitsui Trust Group Inc	0.225%	0.000%	1,317,018	1,317,018	2024-12-31
Amundi	0.218%	0.000%	1,274,548	1,274,548	2024-12-31
Rhumbline Advisers	0.168%	0.000%	984,305	984,305	2024-12-31
National Pension Service, Inc.	0.162%	0.000%	949,220	949,220	2024-12-31
Twin Tree Management, LP	0.148%	0.000%	865,603	865,603	2024-12-31
Herald Investment Management Ltd	0.129%	-12.724%	754,500	-110,000	2024-12-31
Principal Financial Group Inc	0.107%	0.000%	625,339	625,339	2024-12-31
California Public Employees Retrmnt Sys	0.105%	0.000%	614,287	614,287	2024-12-31
Canada Pension Plan Investment Board	0.105%	0.000%	612,913	612,913	2024-12-31
Belvedere Trading LLC	0.100%	0.000%	586,399	586,399	2024-12-31
Nepsis, Inc.	0.076%	0.000%	447,030	447,030	2024-12-31
RPG Investment Advisory, LLC	0.076%	0.000%	446,426	446,426	2024-12-31
New York State Teachers Retirement System	0.070%	0.000%	409,622	409,622	2024-12-31
Oppenheimer & Co Inc	0.066%	0.000%	385,552	385,552	2024-12-31
Navellier & Associates Inc	0.064%	2.531%	376,033	9,283	2024-12-31
New York State Common Retirement Fund	0.046%	0.000%	270,290	270,290	2024-12-31
Chevy Chase Trust Holdings, Inc.	0.045%	0.000%	264,509	264,509	2024-12-31
Wolverine Asset Management LLC	0.039%	0.000%	227,382	227,382	2024-12-31
Annex Advisory Services, LLC	0.038%	0.000%	220,073	220,073	2024-12-31
Handelsbanken Fonder AB	0.036%	0.000%	209,431	209,431	2024-12-31
CIBC World Markets Inc.	0.036%	0.000%	209,091	209,091	2024-12-31
abrdn PLC	0.030%	0.000%	174,602	174,602	2024-12-31
Asset Management One Co., Ltd.	0.029%	0.000%	168,405	168,405	2024-12-31
Van Eck Associates Corporation	0.025%	-89.048%	147,494	-1,199,206	2024-12-31
FORSTA AP-FONDEN	0.019%	0.000%	110,500	110,500	2024-12-31
Czech National Bank	0.019%	0.000%	109,175	109,175	2024-12-31
Retirement Systems of Alabama	0.019%	0.000%	109,029	109,029	2024-12-31
Kingswood Wealth Advisors LLC	0.015%	0.000%	89,769	89,769	2024-12-31
Swedbank AB	0.015%	0.000%	86,962	86,962	2024-12-31
Assenagon Asset Management SA	0.014%	0.000%	83,406	83,406	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.446%	0.000%	61,992,493	61,992,493	2024-12-31
BlackRock Inc	7.000%	0.000%	41,543,545	41,543,545	2024-12-31
State Street Corp	3.690%	0.000%	21,898,225	21,898,225	2024-12-31
Geode Capital Management, LLC	2.165%	0.000%	12,846,717	12,846,717	2024-12-31
FMR Inc	1.619%	0.000%	9,608,569	9,608,569	2024-12-31
Coatue Management LLC	1.494%	0.000%	8,866,735	8,866,735	2024-12-31
Amvescap Plc.	1.271%	0.000%	7,542,742	7,542,742	2024-12-31
Disciplined Growth Investors Inc	1.245%	-29.171%	7,390,816	-3,043,874	2024-12-31
Morgan Stanley - Brokerage Accounts	1.166%	0.000%	6,917,785	6,917,785	2024-12-31
Jane Street Group LLC	1.160%	0.000%	6,883,272	6,883,272	2024-12-31
UBS Group AG	0.989%	0.000%	5,871,620	5,871,620	2024-12-31
Northern Trust Corp	0.825%	0.000%	4,897,876	4,897,876	2024-12-31
Marshall Wace Asset Management Ltd	0.632%	41,604.500%	3,753,405	3,744,405	2024-12-31
Legal & General Group PLC	0.630%	0.000%	3,739,323	3,739,323	2024-12-31
Charles Schwab Investment Management Inc	0.615%	0.000%	3,651,134	3,651,134	2024-12-31
Barclays PLC	0.596%	0.000%	3,537,701	3,537,701	2024-12-31
Bank of America Corp	0.556%	0.000%	3,298,506	3,298,506	2024-12-31
Bank of New York Mellon Corp	0.496%	0.000%	2,944,620	2,944,620	2024-12-31
UBS Asset Mgmt Americas Inc	0.475%	0.000%	2,815,996	2,815,996	2024-12-31
BNP Paribas Arbitrage, SA	0.453%	0.000%	2,686,350	2,686,350	2024-12-31
State Street Corporation	39.719%	26.193%	2,325,802	482,747	2024-03-31
IMC-Chicago, LLC	0.280%	0.000%	1,636,633	1,636,633	2024-12-31
Swiss National Bank	0.254%	0.000%	1,488,800	1,488,800	2024-12-31
Sumitomo Mitsui Trust Group Inc	0.225%	0.000%	1,317,018	1,317,018	2024-12-31
GQG Partners LLC	2.241%	0.000%	1,312,304	1,312,304	2024-03-31
Amundi	0.218%	0.000%	1,274,548	1,274,548	2024-12-31
Pzena Investment Management, LLC	2.130%	-26.219%	1,127,116	-400,532	2022-06-30
Rhumbline Advisers	0.168%	0.000%	984,305	984,305	2024-12-31
National Pension Service, Inc.	0.162%	0.000%	949,220	949,220	2024-12-31
Madison Avenue Partners, LP	1.743%	0.000%	914,711	0	2022-12-31
Wolf Hill Capital Management, LP	1.631%	-41.717%	869,533	-622,369	2023-06-30
Twin Tree Management, LP	0.148%	0.000%	865,603	865,603	2024-12-31
Susquehanna International Group, LLP	0.146%	147.675%	853,363	508,814	2024-06-30
JANE STREET GROUP, LLC	14.108%	-25.973%	826,114	-289,846	2024-06-30
JPMorgan Chase & Co	0.135%	-15.248%	790,533	-142,231	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.446%	-24.698%	758,928	-248,923	2023-03-31
Herald Investment Management Ltd	0.129%	-12.724%	754,500	-110,000	2024-12-31
Hawk Ridge Management LLC	1.330%	-38.262%	698,173	-432,693	2023-03-31
Renaissance Technologies Corp	1.329%	22.668%	697,540	128,900	2023-03-31
Oaktree Capital Management LLC	1.228%	-26.136%	650,000	-230,000	2022-06-30
Neuberger Berman Group LLC	1.087%	259.551%	636,340	459,358	2023-12-31
Principal Financial Group Inc	0.107%	0.000%	625,339	625,339	2024-12-31
Millennium Management LLC	0.106%	806.664%	621,917	553,323	2024-06-30
California Public Employees Retrmnt Sys	0.105%	0.000%	614,287	614,287	2024-12-31
Canada Pension Plan Investment Board	0.105%	0.000%	612,913	612,913	2024-12-31
Belvedere Trading LLC	0.100%	0.000%	586,399	586,399	2024-12-31
Emerald Mutual Fund Advisers Trust	1.039%	-14.086%	549,712	-90,128	2022-09-30
William Blair Investment Management, LLC	0.907%	3.417%	530,815	17,537	2023-12-31
Wellington Management Company LLP	0.954%	59.054%	508,797	188,907	2023-06-30
Cannell Peter B & CO Inc	0.946%	11.827%	499,045	52,780	2022-12-31
Emerald Advisers, LLC	0.918%	-17.926%	492,415	-107,548	2022-12-31
Envestnet Asset Management Inc	0.899%	4,603.350%	471,840	461,808	2023-03-31
AllianceBernstein L.P.	7.792%	323.617%	456,252	348,548	2024-03-31
Nepsis, Inc.	0.076%	0.000%	447,030	447,030	2024-12-31
RPG Investment Advisory, LLC	0.076%	0.000%	446,426	446,426	2024-12-31
Arrowstreet Capital Limited Partnership	0.828%	0.000%	441,417	441,417	2023-06-30
Herald Investment Management Limited	0.793%	0.000%	425,100	0	2022-09-30
New York State Teachers Retirement System	0.070%	0.000%	409,622	409,622	2024-12-31
GFS Advisors, LLC	0.070%	13,092.400%	408,964	405,864	2024-06-30
Nuveen Asset Management, LLC	6.775%	-9.299%	396,723	-40,674	2024-03-31
RBF LLC	0.743%	-0.088%	396,307	-350	2023-06-30
Ameriprise Financial Inc	0.674%	12.375%	394,346	43,425	2023-12-31
Oppenheimer & Co Inc	0.066%	0.000%	385,552	385,552	2024-12-31
Navellier & Associates Inc	0.064%	2.531%	376,033	9,283	2024-12-31
Dimensional Fund Advisors, Inc.	0.591%	0.585%	345,830	2,011	2024-06-30
NORGES BANK	0.054%	-6.033%	314,735	-20,207	2024-06-30
Whale Rock Capital Management LLC	0.561%	-20.342%	313,775	-80,125	2023-12-31
Portolan Capital Management, LLC	0.552%	-17.255%	294,078	-61,323	2023-09-30
Goldman Sachs Group Inc	0.494%	-75.830%	289,208	-907,336	2024-03-31
New York State Common Retirement Fund	0.046%	0.000%	270,290	270,290	2024-12-31
Chevy Chase Trust Holdings, Inc.	0.045%	0.000%	264,509	264,509	2024-12-31
Driehaus Capital Management LLC	0.448%	-41.214%	262,260	-183,868	2024-03-31
D. E. Shaw & Co LP	0.044%	0.000%	257,919	257,919	2024-06-30
Wolverine Asset Management LLC	0.039%	0.000%	227,382	227,382	2024-12-31
Annex Advisory Services, LLC	0.038%	0.000%	220,073	220,073	2024-12-31
Handelsbanken Fonder AB	0.036%	0.000%	209,431	209,431	2024-12-31
CIBC World Markets Inc.	0.036%	0.000%	209,091	209,091	2024-12-31
abrdn PLC	0.030%	0.000%	174,602	174,602	2024-12-31
Asset Management One Co., Ltd.	0.029%	0.000%	168,405	168,405	2024-12-31
Van Eck Associates Corporation	0.025%	-89.048%	147,494	-1,199,206	2024-12-31
T. Rowe Price Associates, Inc.	0.022%	-89.027%	125,608	-1,019,042	2024-09-30
FORSTA AP-FONDEN	0.019%	0.000%	110,500	110,500	2024-12-31
Czech National Bank	0.019%	0.000%	109,175	109,175	2024-12-31
Retirement Systems of Alabama	0.019%	0.000%	109,029	109,029	2024-12-31
HighPoint Advisor Group LLC	0.016%	-4.580%	91,985	-4,415	2024-09-30
Kingswood Wealth Advisors LLC	0.015%	0.000%	89,769	89,769	2024-12-31
Swedbank AB	0.015%	0.000%	86,962	86,962	2024-12-31
Assenagon Asset Management SA	0.014%	0.000%	83,406	83,406	2024-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Super Micro Computer Inc (SMCI), owning a total of 15.7 million shares. Combined, the top 80 mutual fund holders of SMCI own 76.16% of the company with a total of 144.1 million shares.

In the latest ownership report on February 28th 2025, the top 80 fund holders increased their combined ownership of SMCI by 131 thousand shares. 9 funds bought 251,594 total additional shares and increased their ownership by an average of 0.33%. However 6 funds sold 120,241 total shares and decreased their ownership by an average of 0.5%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Super Micro Computer increased by a net total of 131,353 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.645%	0.347%	15,694,538	54,260	2025-02-28
Vanguard Institutional 500 Index Trust	2.353%	0.698%	13,965,676	96,830	2025-02-28
Vanguard Mid Cap Index Institutional	1.811%	0.430%	10,749,712	46,022	2025-02-28
SPDR® S&P 500® ETF Trust	1.049%	-0.736%	6,227,328	-46,176	2025-02-28
iShares Core S&P 500 ETF	0.996%	-0.005%	5,912,957	-297	2025-02-28
Vanguard Growth Index Investor	0.942%	0.090%	5,592,086	5,025	2025-02-28
Vanguard Information Technology ETF	0.693%	0.274%	4,110,853	11,244	2025-02-28
Invesco S&P 500® Equal Weight ETF	0.672%	0.113%	3,988,727	4,512	2025-02-28
The Technology Select Sector SPDR® ETF	0.663%	-0.667%	3,937,015	-26,418	2025-02-28
Vanguard Mid-Cap Growth ETF	0.630%	0.810%	3,737,362	30,041	2025-02-28
Vanguard Institutional Index I	0.526%	-1.030%	3,123,802	-32,521	2025-02-28
iShares Russell Mid-Cap Growth ETF	0.481%	-0.470%	2,852,469	-13,481	2025-02-28
State St S&P 500® Indx SL Cl III	0.410%	0.074%	2,435,426	1,800	2025-02-28
iShares Russell 1000 Growth ETF	0.296%	-0.077%	1,757,879	-1,348	2025-02-28
iShares Russell Mid-Cap ETF	0.274%	0.115%	1,626,540	1,860	2025-02-28
Russell 1000 Index Fund	0.259%	0.000%	1,537,590	0	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.645%	0.347%	15,694,538	54,260	2025-02-28
Vanguard Institutional 500 Index Trust	2.353%	0.698%	13,965,676	96,830	2025-02-28
Invesco QQQ Trust	1.984%	0.000%	11,619,945	0	2024-11-30
Vanguard Mid Cap Index Institutional	1.811%	0.430%	10,749,712	46,022	2025-02-28
Fidelity 500 Index	1.058%	0.443%	6,279,016	27,707	2025-01-31
SPDR® S&P 500® ETF Trust	1.049%	-0.736%	6,227,328	-46,176	2025-02-28
iShares Core S&P 500 ETF	0.996%	-0.005%	5,912,957	-297	2025-02-28
Vanguard Growth Index Investor	0.942%	0.090%	5,592,086	5,025	2025-02-28
Vanguard Information Technology ETF	0.693%	0.274%	4,110,853	11,244	2025-02-28
Invesco S&P 500® Equal Weight ETF	0.672%	0.113%	3,988,727	4,512	2025-02-28
The Technology Select Sector SPDR® ETF	0.663%	-0.667%	3,937,015	-26,418	2025-02-28
Vanguard Mid-Cap Growth ETF	0.630%	0.810%	3,737,362	30,041	2025-02-28
Vanguard Institutional Index I	0.526%	-1.030%	3,123,802	-32,521	2025-02-28
iShares Russell Mid-Cap Growth ETF	0.481%	-0.470%	2,852,469	-13,481	2025-02-28
State St S&P 500® Indx SL Cl III	0.410%	0.074%	2,435,426	1,800	2025-02-28
Fidelity Blue Chip Growth	0.400%	23.862%	2,375,319	457,600	2024-12-31
First Trust NASDAQ-100-Tech Sector ETF	0.337%	0.000%	1,974,634	0	2024-11-28
Blackrock Eq Idx Fund CF	0.320%	-1.021%	1,900,245	-19,609	2024-12-31
iShares Russell 1000 Growth ETF	0.296%	-0.077%	1,757,879	-1,348	2025-02-28
Disciplined Growth - Mid Cap Growth	3.227%	898.567%	1,702,127	1,531,670	2022-06-30
iShares MSCI USA Quality Factor ETF	0.281%	0.360%	1,644,146	5,900	2024-10-31
Sapphire Star Capital Mid Cap Growth	3.119%	0.000%	1,636,911	1,636,911	2023-06-30
iShares Russell Mid-Cap ETF	0.274%	0.115%	1,626,540	1,860	2025-02-28
Fidelity Mid Cap Index	0.263%	0.509%	1,562,986	7,911	2025-01-31
Blackrock Russ 1000 Eq Idx Composite	0.261%	-89.985%	1,548,612	-13,913,482	2024-12-31
Russell 1000 Index Fund	0.259%	0.000%	1,537,590	0	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.661%	3.754%	1,418,611	51,333	2023-03-31
iShares Core S&P Mid-Cap ETF	2.497%	-0.289%	1,412,007	-4,096	2024-02-29
Invesco NASDAQ 100 ETF	0.234%	0.237%	1,368,212	3,234	2024-11-27
Vanguard Small Cap Index	2.078%	0.935%	1,216,719	11,267	2024-02-29
iShares Russell 2000 ETF	1.995%	0.767%	1,168,153	8,888	2024-05-30
Invesco S&P 500® Equal Weight Tech ETF	0.183%	0.000%	1,068,375	0	2024-10-31
iShares Core S&P 500 ETF USD Acc	0.180%	0.027%	1,052,680	280	2024-10-31
iShares S&P 500 Growth ETF	0.166%	-0.099%	969,991	-957	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.173%	0.326%	686,610	2,233	2024-02-29
iShares Core MSCI World ETF USD Acc	1.134%	0.000%	663,930	0	2024-09-30
Vanguard Small Cap Growth Index Inv	1.098%	1.640%	642,675	10,372	2024-02-29
iShares NASDAQ 100 ETF USD Acc	1.072%	0.332%	627,800	2,080	2024-09-30
Vanguard Extended Market Index Investor	1.195%	0.254%	627,387	1,592	2023-08-31
SPDR® S&P 500 ETF Trust	1.028%	0.703%	601,785	4,200	2024-05-30
Fidelity Small Cap Index	8.935%	3.093%	523,171	15,698	2024-06-30
iShares S&P 500 Index K	0.790%	4.363%	462,660	19,340	2024-09-30
Fidelity® Small Cap Index	0.801%	2.809%	447,199	12,217	2023-10-31
iShares Russell 2000 Growth ETF	0.734%	0.000%	430,048	0	2024-05-30
Vanguard Small Cap Value Index Inv	0.765%	-0.218%	401,373	-876	2023-08-31
American Beacon Small Cp Val R5	0.721%	0.000%	378,226	0	2023-04-30
Northern Trust S&P 500 Index	0.643%	-1.091%	376,230	-4,150	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.633%	0.377%	370,461	1,392	2024-02-29
Technology Select Sector SPDR® ETF	0.589%	0.114%	344,890	392	2024-05-30
Northern Trust Russell 1000 Growth Index	0.584%	0.000%	342,160	342,160	2024-09-30
iShares Russell 1000 Large-Cap Idx K	0.559%	0.000%	327,220	0	2024-09-30
iShares S&P 500 Info Tech Sect ETF$Acc	0.543%	-0.176%	317,960	-560	2024-09-30
Invesco S&P MidCap Quality ETF	0.547%	0.155%	309,294	480	2024-02-29
iShares S&P Mid-Cap 400 Growth ETF	0.511%	-0.421%	289,171	-1,222	2024-02-29
Emerald Growth A	0.538%	-12.494%	284,457	-40,613	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.479%	2.902%	280,145	7,900	2024-02-29
DFA US Small Cap Value I	0.511%	-8.708%	267,930	-25,558	2023-05-31
Fidelity Extended Market Index	0.447%	0.897%	261,617	2,325	2024-02-29
WEDGE QVM-Large Cap Value	0.462%	-5.759%	261,305	-15,967	2023-12-31
DFA US Small Cap I	0.492%	0.000%	258,070	0	2023-06-30
Strategic Advisers® Small-Mid Cap	0.491%	22.686%	257,625	47,638	2023-03-31
Fidelity® Low-Priced Stock	0.489%	-42.899%	256,894	-193,000	2023-02-28
Hennessy Cornerstone Mid Cap 30 Inv	0.465%	32.818%	248,900	61,500	2023-09-30
Fidelity® Extended Market Index	0.441%	1.275%	246,027	3,098	2023-11-30
TRP Integrated US Small-Cap Gr Eq	0.444%	0.000%	232,800	232,800	2023-06-30
DFA US Targeted Value I	0.440%	-32.261%	230,730	-109,888	2023-07-31
State St S&P Midcap® Indx SL Cl II	0.374%	0.091%	219,200	200	2024-02-29
JPMorgan Small Cap Growth A	0.386%	-21.276%	218,296	-58,998	2024-01-31
JPM US Mid Cap Growth-Composite	0.359%	0.000%	210,384	210,384	2024-06-30
JPMorgan Mid Cap Growth I	3.593%	0.000%	210,384	0	2024-07-31
Dimensional US Targeted Value ETF	0.393%	0.000%	207,781	0	2022-10-31
Herald Ord	0.350%	0.000%	205,000	0	2023-12-31
Disciplined Growth Investors	0.332%	0.000%	194,531	0	2023-12-31
Vanguard Russell 2000 ETF	0.326%	-0.338%	190,774	-646	2024-05-31
Invesco S&P MidCap Momentum ETF	0.335%	1.212%	189,343	2,268	2024-02-29
State St Russell Sm Cap® Indx SL Cl I	0.313%	-0.435%	183,069	-800	2024-05-31
Disciplined Growth - Small Cap Growth	0.298%	0.000%	174,502	174,502	2023-12-31
CREF Stock R1	0.327%	-0.033%	174,196	-57	2023-09-30
Bridge Builder Small/Mid Cap Growth	0.308%	0.202%	172,180	347	2023-12-31
Fidelity Small Cap Growth	2.776%	-23.091%	162,539	-48,800	2024-05-31