Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 4.0M | 515.5M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.2M | 411.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 406.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 305.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.3M | 171.0M | 1.3% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Sep 30, 2025 | 1.1M | 143.1M | 1.1% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Sep 30, 2025 | 1.1M | 140.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 138.0M | 1.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 998.4K | 129.8M | 1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 991.7K | 129.0M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.