Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 9.4M | 912.7M | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 507.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 391.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.9M | 380.7M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 213.0M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.1M | 201.0M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 194.8M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.9M | 184.2M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.7M | 164.0M | 0.9% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Sep 30, 2025 | 1.3M | 128.6M | 0.7% |
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