Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 3.2M | 405.6M | 6.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.6M | 200.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.1M | 145.1M | 2.2% |
| New Economy Fund | Jun 30, 2026 | 1.1M | 135.8M | 2.1% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 984.0K | 125.3M | 1.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 956.9K | 121.9M | 1.9% |
| Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund | May 31, 2026 | 929.7K | 118.4M | 1.8% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Select Large | Jun 30, 2026 | 805.7K | 102.6M | 1.6% |
| Columbia Funds Series Trust II-Columbia Intrinsic Value Fund | May 31, 2026 | 773.0K | 98.5M | 1.5% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 742.8K | 94.6M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.