Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.2M | 29.4M | 2.4% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Oct 31, 2025 | 5.0M | 23.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 21.1M | 1.7% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Oct 31, 2025 | 3.8M | 18.1M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 3.7M | 17.8M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 3.7M | 17.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.5M | 11.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.2M | 10.6M | 0.9% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 2.1M | 10.0M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.2M | 5.8M | 0.5% |
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