Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.9M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.0M | 969.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.3M | 869.1M | 2.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 3.9M | 533.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 3.6M | 495.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.5M | 482.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.3M | 462.6M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 3.3M | 459.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.6M | 352.8M | 0.9% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Oct 31, 2025 | 2.5M | 344.1M | 0.9% |
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