Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 33.9M | 2.1B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.9M | 1.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 23.2M | 1.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 20.0M | 1.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 11.8M | 730.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 11.7M | 725.8M | 1.3% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Mar 31, 2026 | 11.3M | 698.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 10.7M | 661.1M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 8.2M | 505.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 7.7M | 475.4M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.