Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 123.0M | 1.4B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 111.0M | 1.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 96.4M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 86.5M | 1.0B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 49.5M | 580.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 48.0M | 562.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 46.0M | 539.9M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 41.7M | 488.6M | 1.1% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jul 31, 2025 | 37.8M | 443.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 35.1M | 411.8M | 0.9% |
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Holders
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