Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMCAP FUND | Dec 31, 2025 | 5.9M | 1.2B | 5.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 3.8M | 746.8M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.8M | 742.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 690.3M | 3.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 2.7M | 529.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 499.6M | 2.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.7M | 335.8M | 1.5% |
| AMERICAN FUNDS INSURANCE SERIES-Growth-Income Fund | Dec 31, 2025 | 1.7M | 334.6M | 1.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 1.7M | 333.1M | 1.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.4M | 277.1M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.