Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 33.8B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.1M | 25.7B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.0M | 23.8B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 586.1K | 13.9B | 1.2% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 582.1K | 13.8B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 568.8K | 13.5B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 555.7K | 13.1B | 1.2% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 533.0K | 12.6B | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 398.5K | 9.4B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 389.0K | 9.2B | 0.8% |
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