Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.9M | 440.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 1.9M | 439.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 326.9M | 2.4% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Sep 30, 2025 | 1.3M | 302.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 919.0K | 211.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2025 | 807.9K | 185.8M | 1.4% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 731.3K | 168.2M | 1.2% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Aerospace & Defense ETF | Sep 30, 2025 | 592.9K | 136.4M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Sep 30, 2025 | 479.2K | 110.2M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 449.5K | 103.4M | 0.8% |
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Holders
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