Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 35.9M | 979.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 27.0M | 735.5M | 2.2% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 24.8M | 676.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 15.1M | 411.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 12.8M | 349.7M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 6.3M | 172.7M | 0.5% |
| iShares Trust-iShares Russell Mid-Cap ETF | Sep 30, 2025 | 4.0M | 110.5M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 4.1M | 111.3M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Mid-Cap ETF | Aug 31, 2025 | 3.2M | 85.9M | 0.3% |
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 2.5M | 68.0M | 0.2% |
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