Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 28.9M | 363.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 20.8M | 261.2M | 1.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 12.4M | 155.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 11.7M | 147.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 8.7M | 109.2M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Mar 31, 2026 | 6.2M | 77.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 4.3M | 54.6M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Mar 31, 2026 | 3.0M | 38.1M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Mar 31, 2026 | 2.9M | 36.8M | 0.2% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Feb 28, 2026 | 2.7M | 34.0M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.