Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 5.8M | 1.3B | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.1M | 903.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 654.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.7M | 369.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 326.9M | 1.1% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 1.5M | 318.7M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 1.4M | 311.5M | 1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 988.7K | 217.3M | 0.7% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 982.7K | 216.0M | 0.7% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Dec 31, 2025 | 961.0K | 211.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.