Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 741.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.5M | 595.5M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.0M | 513.9M | 2.3% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 3.0M | 501.7M | 2.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.8M | 469.2M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.8M | 303.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.8M | 300.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 1.8M | 298.9M | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 1.6M | 278.7M | 1.3% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 1.3M | 214.4M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.