Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.7M | 266.3M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.3M | 243.6M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.7M | 209.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.5M | 200.9M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 3.3M | 187.3M | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 2.4M | 139.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.3M | 128.5M | 1.5% |
| iShares Trust-iShares Semiconductor ETF | Sep 30, 2025 | 2.1M | 122.3M | 1.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.1M | 121.9M | 1.4% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.0M | 113.4M | 1.3% |
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Holders
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