Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Sep 30, 2025 | 4.7M | 367.3M | 6.2% |
| SmallCap World Fund Inc | Sep 30, 2025 | 3.7M | 291.3M | 4.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.4M | 190.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.4M | 187.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 141.3M | 2.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.5M | 119.3M | 2.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 1.5M | 115.8M | 2.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.4M | 106.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.0M | 79.1M | 1.3% |
| Capital Group Core Equity ETF | Aug 31, 2025 | 937.3K | 73.2M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.