Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.0M | 10.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.9M | 8.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 9.2M | 6.8B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 5.6M | 4.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.4M | 4.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.2M | 3.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.7M | 3.5B | 1.1% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 2.6M | 1.9B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 2.4M | 1.8B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Sep 30, 2025 | 1.7M | 1.3B | 0.4% |
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