Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.2M | 1.3B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.6M | 1.2B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 8.9M | 979.2M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.4M | 599.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.3M | 580.9M | 1.2% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 5.2M | 569.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.1M | 557.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.9M | 543.3M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 4.6M | 504.7M | 1.1% |
| Professionally Managed Portfolios-Akre Focus Fund | Jul 31, 2025 | 3.3M | 359.2M | 0.8% |
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Holders
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