Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.0M | 626.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.0M | 447.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.9M | 441.3M | 1.8% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 2.7M | 240.6M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.6M | 229.1M | 0.9% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 2.6M | 228.5M | 0.9% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.5M | 222.9M | 0.9% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.4M | 213.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.0M | 178.8M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.8M | 163.5M | 0.7% |
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