Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.2M | 466.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 443.6M | 3.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 2.0M | 419.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 319.2M | 2.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.5M | 316.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 961.5K | 205.8M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Mar 31, 2026 | 912.5K | 195.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 707.9K | 151.5M | 1.1% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund | Dec 31, 2025 | 583.9K | 125.0M | 0.9% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Mar 31, 2026 | 509.4K | 109.0M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.