Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.8M | 113.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 112.0M | 3.3% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 5.2M | 86.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.0M | 84.1M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 4.4M | 73.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.2M | 53.8M | 1.6% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 3.1M | 52.6M | 1.5% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 3.1M | 52.0M | 1.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 2.9M | 48.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 38.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.