Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 13.9M | 659.6M | 7.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 246.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.2M | 197.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.0M | 187.1M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 3.0M | 141.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 119.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.1M | 101.5M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.1M | 98.3M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.0M | 96.6M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 1.8M | 86.0M | 1.0% |
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