Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 10.5M | 1.4B | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 920.3M | 3.1% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 4.6M | 636.5M | 2.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 3.4M | 471.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.4M | 331.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.3M | 317.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 314.9M | 1.1% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Dec 31, 2025 | 1.6M | 215.7M | 0.7% |
| iShares Trust-iShares Biotechnology ETF | Jan 31, 2026 | 1.5M | 211.8M | 0.7% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Dec 31, 2025 | 1.6M | 214.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.