Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.4M | 407.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.8M | 323.6M | 2.2% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Sep 30, 2025 | 13.1M | 307.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 12.3M | 286.9M | 2.0% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Aug 31, 2025 | 11.6M | 272.0M | 1.9% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 9.4M | 219.8M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.1M | 166.1M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.9M | 160.9M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.6M | 154.1M | 1.1% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Sep 30, 2025 | 6.3M | 148.1M | 1.0% |
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