Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 36.7M | 365.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 28.8M | 286.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 27.6M | 274.9M | 2.4% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jul 31, 2025 | 20.3M | 202.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 17.7M | 176.0M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 14.8M | 146.9M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 14.3M | 142.1M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 14.3M | 142.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 13.9M | 138.8M | 1.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 13.0M | 129.1M | 1.1% |
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