Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.4M | 1.6B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 1.1M | 1.3B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 971.9K | 1.1B | 2.1% |
| VANGUARD WELLINGTON FUND | May 31, 2026 | 687.9K | 774.6M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 599.0K | 674.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 557.2K | 627.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 524.9K | 591.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 522.3K | 588.1M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Jun 30, 2026 | 488.3K | 549.9M | 1.0% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Mar 31, 2026 | 390K | 439.1M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.