Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 365.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.8M | 285.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 274.4M | 2.4% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.1M | 170.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 966.5K | 153.6M | 1.3% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Oct 31, 2025 | 964.5K | 153.3M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 919.0K | 146.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 919.0K | 146.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 894.1K | 142.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 867.6K | 137.9M | 1.2% |
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