Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.8M | 218.8M | 6.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 2.4M | 137.1M | 4.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 97.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 96.4M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.3M | 75.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 72.2M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 70.1M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 810.3K | 46.2M | 1.4% |
| ProShares Trust-ProShares S&P MidCap 400 Dividend Aristocrats ETF | Sep 30, 2025 | 698.9K | 39.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 574.0K | 32.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.