Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 8.4M | 227.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.1M | 221.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.9M | 161.0M | 2.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 4.1M | 110.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.8M | 103.8M | 1.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 2.9M | 78.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.8M | 76.7M | 1.1% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 2.2M | 59.6M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Jan 31, 2026 | 2.0M | 55.0M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 1.9M | 51.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.