Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.7M | 1.3B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 652.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 557.8M | 0.9% |
| MFS Series Trust II-MFS Growth Fund | Nov 30, 2025 | 1.4M | 408.2M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 377.1M | 0.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.3M | 357.8M | 0.6% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Dec 31, 2025 | 1.2M | 329.0M | 0.6% |
| John Hancock Investment Trust-Fundamental Large Cap Core Fund | Jan 31, 2026 | 1.2M | 327.5M | 0.6% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 1.2M | 328.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.