Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.4M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.7M | 1.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 2.2M | 992.5M | 2.1% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 1.8M | 803.0M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.4M | 607.5M | 1.3% |
| Professionally Managed Portfolios-Akre Focus Fund | Jul 31, 2025 | 1.4M | 602.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.3M | 588.9M | 1.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 1.3M | 570.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.3M | 567.4M | 1.2% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 1.3M | 562.9M | 1.2% |
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