Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 3.7M | 230.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.8M | 174.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 167.6M | 2.4% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Sep 30, 2025 | 2.3M | 140.3M | 2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.0M | 124.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2025 | 1.6M | 97.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.4M | 89.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.4M | 86.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.4M | 86.4M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 1.3M | 78.5M | 1.1% |
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