Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Sep 30, 2025 | 2.0M | 15.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.8M | 13.9M | 0.9% |
| Amplify ETF Trust-Amplify Transformational Data Sharing ETF | Sep 30, 2025 | 1.2M | 9.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 894.2K | 6.9M | 0.5% |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | Oct 31, 2025 | 495.1K | 3.8M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 314.4K | 2.4M | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 236.3K | 1.8M | 0.1% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Sep 30, 2025 | 208.4K | 1.6M | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 118.2K | 909.8K | 0.1% |
| Victory PORT.s II-VictoryShares US Small Mid Cap Value Momentum ETF | Sep 30, 2025 | 102.0K | 785.2K | 0.1% |
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