Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 26.7M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 20.9M | 1.7B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 17.6M | 1.4B | 2.1% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 14.5M | 1.2B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 10.7M | 852.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 10.4M | 826.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 10.0M | 793.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 9.9M | 781.9M | 1.2% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 8.2M | 652.0M | 1.0% |
| Professionally Managed Portfolios-Akre Focus Fund | Jul 31, 2025 | 6.6M | 520.7M | 0.8% |
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Holders
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