Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.1M | 4.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.3M | 3.2B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.2M | 1.6B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 3.2M | 1.6B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 1.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.0M | 1.5B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.4M | 1.2B | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 2.0M | 1.0B | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.9M | 963.7M | 0.7% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 2.0M | 970.3M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.