Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 4.0M | 521.0M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 3.2M | 423.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 411.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 297.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.3M | 167.9M | 1.3% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Dec 31, 2025 | 1.2M | 160.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 141.2M | 1.1% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Dec 31, 2025 | 1.1M | 141.3M | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 925.7K | 121.7M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Feb 28, 2026 | 731.0K | 96.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.