Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 2.5M | 367.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.4M | 356.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.9M | 279.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 268.0M | 2.4% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Oct 31, 2025 | 1.8M | 264.3M | 2.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.4M | 213.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.1M | 171.5M | 1.5% |
| VANGUARD WELLESLEY INCOME FUND | Sep 30, 2025 | 1.1M | 170.2M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 950.2K | 142.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 923.9K | 138.7M | 1.2% |
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