Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 4.5M | 739.8M | 5.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.7M | 446.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 439.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 316.3M | 2.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.7M | 275.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 204.0M | 1.5% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Dec 31, 2025 | 1.1M | 188.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 915.7K | 150.2M | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 879.8K | 144.3M | 1.0% |
| Fidelity Devonshire Trust-Fidelity Equity-Income Fund | Feb 28, 2026 | 842.5K | 138.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.