Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 33.1M | 1.6B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 28.8M | 1.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 22.6M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 20.2M | 994.9M | 2.2% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 13.6M | 669.4M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 11.6M | 569.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.2M | 552.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 10.8M | 529.8M | 1.2% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 8.4M | 411.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 7.8M | 385.1M | 0.9% |
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Holders
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