Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 32.7M | 286.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 24.7M | 216.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 15.8M | 138.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 11.2M | 98.0M | 1.0% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 9.1M | 79.9M | 0.9% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Sep 30, 2025 | 8.6M | 75.1M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 5.5M | 48.0M | 0.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Sep 30, 2025 | 4.8M | 42.5M | 0.5% |
| VanEck ETF Trust-VanEck Mortgage REIT Income ETF | Sep 30, 2025 | 4.6M | 40.2M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 3.8M | 33.7M | 0.4% |
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Holders
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