Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.2M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.3M | 870.2M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Dec 31, 2025 | 3.1M | 641.3M | 1.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.9M | 592.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 430.7M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 1.9M | 381.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.8M | 367.9M | 0.9% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 1.7M | 347.6M | 0.9% |
| AMCAP FUND | Dec 31, 2025 | 1.6M | 335.9M | 0.9% |
| Fidelity Contrafund | Feb 28, 2026 | 1.6M | 336.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.