Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.4M | 1.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.3M | 808.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 10.1M | 724.9M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.8M | 415.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.6M | 402.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.4M | 385.9M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 4.5M | 321.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.1M | 294.4M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 3.7M | 263.6M | 0.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 3.2M | 231.7M | 0.7% |
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Holders
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