Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.1M | 152.1M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.9M | 137.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 127.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 96.5M | 1.7% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 1.2M | 89.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 851.5K | 61.7M | 1.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 676.5K | 49.0M | 0.9% |
| Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund | Sep 30, 2025 | 642.3K | 46.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 632.9K | 45.9M | 0.8% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 615.3K | 44.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.