Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 719.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.0M | 563.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.9M | 540.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 346.1M | 1.6% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 1.8M | 334.3M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.6M | 288.9M | 1.3% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 1.5M | 283.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.5M | 280.0M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.5M | 271.0M | 1.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 952.6K | 176.7M | 0.8% |
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