Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.8M | 1.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.9M | 797.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.2M | 715.2M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.6M | 409.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.5M | 396.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.3M | 380.7M | 1.2% |
| BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF | Sep 30, 2025 | 2.8M | 323.2M | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 2.6M | 294.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.5M | 290.6M | 0.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.2M | 249.6M | 0.8% |
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