Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.6M | 310.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 306.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 230.8M | 2.0% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.2M | 190.8M | 1.7% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 2.1M | 183.5M | 1.6% |
| Vanguard Explorer Fund | Jul 31, 2025 | 2.1M | 182.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.5M | 129.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 104.2M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Sep 30, 2025 | 1.2M | 102.8M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 844.3K | 73.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.