Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.4M | 570.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.4M | 446.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.6M | 400.6M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Dec 31, 2025 | 5.0M | 302.6M | 1.6% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 4.5M | 271.8M | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 4.2M | 255.3M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 4.0M | 239.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 3.8M | 228.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 3.7M | 221.9M | 1.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 3.1M | 186.4M | 1.0% |
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Holders
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