Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 27.8B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 21.6B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 983.2K | 19.3B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 557.6K | 10.9B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 556.7K | 10.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 541.5K | 10.6B | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 520.1K | 10.2B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 509.1K | 10.0B | 1.1% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 497.3K | 9.7B | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 395K | 7.7B | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.