Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 341.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.3M | 268.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.2M | 257.5M | 2.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 2.7M | 217.5M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 164.8M | 1.4% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 1.9M | 156.5M | 1.4% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.9M | 153.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.7M | 137.6M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.6M | 133.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.6M | 127.2M | 1.1% |
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Holders
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