Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 4.1M | 340.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 288.1M | 2.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.0M | 248.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.6M | 218.3M | 2.2% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund | Sep 30, 2025 | 2.3M | 193.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 139.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.0M | 83.0M | 0.8% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 1.0M | 83.3M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 918.1K | 76.0M | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 879.4K | 72.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.