Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.5M | 3.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 12.2M | 2.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 10.2M | 2.4B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 6.3M | 1.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.1M | 1.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.8M | 1.4B | 1.2% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Oct 31, 2025 | 5.4M | 1.3B | 1.1% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 4.6M | 1.1B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.4M | 1.0B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Technology Select Sector SPDR Fund | Sep 30, 2025 | 4.1M | 949.9M | 0.8% |
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