Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 52.8M | 335.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 40.9M | 260.2B | 2.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 21.5M | 136.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Nov 30, 2025 | 21.3M | 135.1B | 1.3% |
| SPDR S&P 500 ETF TRUST | Oct 31, 2025 | 20.5M | 130.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 17.1M | 108.6B | 1.0% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Oct 31, 2025 | 11.9M | 75.8B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 9.6M | 61.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 8.6M | 54.6B | 0.5% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 8.6M | 54.5B | 0.5% |
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