Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.4M | 636.0M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 470.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.4M | 368.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 354.0M | 2.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Sep 30, 2025 | 1.2M | 306.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 871.5K | 226.6M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 727.4K | 189.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 705.5K | 183.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 684.0K | 177.8M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 635.2K | 165.1M | 1.1% |
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