Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 375.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.3M | 312.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 282.2M | 2.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 847.0K | 199.4M | 1.5% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 789.3K | 185.8M | 1.4% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Sep 30, 2025 | 764.8K | 180.1M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 679.8K | 160.0M | 1.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 680.7K | 160.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 670.4K | 157.8M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 658.3K | 155.0M | 1.2% |
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