Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMCAP FUND | Mar 31, 2026 | 2.4M | 881.6M | 8.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.1M | 767.1M | 7.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 925.6K | 343.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 876.6K | 325.2M | 3.1% |
| Capital Group Dividend Value ETF | Feb 28, 2026 | 758.6K | 281.5M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 637.0K | 236.3M | 2.3% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 582.9K | 216.3M | 2.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Mar 31, 2026 | 523.8K | 194.3M | 1.9% |
| Fidelity Contrafund | Feb 28, 2026 | 491.8K | 182.5M | 1.8% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 465K | 172.5M | 1.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.