Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.6M | 397.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 392.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 295.3M | 2.4% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Sep 30, 2025 | 1.1M | 274.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 738.3K | 189.0M | 1.5% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 605.2K | 154.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 520.4K | 133.2M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 503.8K | 129.0M | 1.0% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jul 31, 2025 | 460.4K | 117.9M | 1.0% |
| Vanguard Explorer Fund | Jul 31, 2025 | 450.1K | 115.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.