Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 467.1M | 2.3T | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 366.1M | 1.8T | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 187.3M | 916.6B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Oct 31, 2025 | 182.6M | 893.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Oct 31, 2025 | 178.8M | 875.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 140.9M | 689.6B | 1.0% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 124.8M | 610.6B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 86.5M | 423.4B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 66.2M | 323.8B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Oct 31, 2025 | 53.6M | 262.2B | 0.4% |
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