Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 151.3M | 632.5M | 9.5% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 69.6M | 290.9M | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 44.8M | 187.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 33.9M | 141.7M | 2.1% |
| JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund | Sep 30, 2025 | 33.6M | 140.5M | 2.1% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Sep 30, 2025 | 29.7M | 124.1M | 1.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 20.2M | 84.4M | 1.3% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 19.8M | 82.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 19.0M | 79.3M | 1.2% |
| Voya Investors TRT-VY(R) T. Rowe Price Capital Appreciation PORT. | Sep 30, 2025 | 15.5M | 64.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.