Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 4.5M | 871.5M | 5.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.7M | 525.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 517.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 372.7M | 2.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.7M | 324.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 240.3M | 1.5% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Dec 31, 2025 | 1.1M | 221.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 915.7K | 176.9M | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 879.8K | 170.0M | 1.0% |
| Fidelity Devonshire Trust-Fidelity Equity-Income Fund | Feb 28, 2026 | 842.5K | 162.8M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.