Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 2.3M | 602.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 2.0M | 531.6M | 2.8% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Jul 31, 2025 | 1.4M | 377.6M | 2.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2025 | 892.1K | 237.4M | 1.3% |
| SmallCap World Fund Inc | Jun 30, 2025 | 872.3K | 232.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Jul 31, 2025 | 862.7K | 229.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2025 | 861.3K | 229.2M | 1.2% |
| AMCAP FUND | Jun 30, 2025 | 843.1K | 224.4M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2025 | 841.1K | 223.8M | 1.2% |
| NEW ECONOMY FUND | Jun 30, 2025 | 836.1K | 222.5M | 1.2% |