Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 43.1M | 115.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 33.8M | 90.4B | 2.4% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 28.3M | 75.8B | 2.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 20.7M | 55.3B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 17.3M | 46.4B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 16.8M | 45.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 16.1M | 43.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 12.3M | 32.9B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 8.0M | 21.4B | 0.6% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Sep 30, 2025 | 7.9M | 21.3B | 0.6% |
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