Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.0M | 3.9B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 15.7M | 3.0B | 2.3% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 13.1M | 2.5B | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 8.0M | 1.6B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.8M | 1.5B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.5M | 1.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.7M | 1.1B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 5.6M | 1.1B | 0.8% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Sep 30, 2025 | 5.2M | 1.0B | 0.8% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 3.8M | 729.8M | 0.5% |
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