Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.6M | 452.4M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 383.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 379.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.0M | 285.6M | 2.4% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 920K | 259.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 648.5K | 182.8M | 1.6% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 634.7K | 178.9M | 1.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Sep 30, 2025 | 484.1K | 136.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 456.9K | 128.8M | 1.1% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 404.0K | 113.9M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.