Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 4.8M | 1.1B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.1M | 935.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 702.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.7M | 393.3M | 1.3% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 1.5M | 341.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 334.3M | 1.1% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.4M | 323.1M | 1.0% |
| T. Rowe Price Equity Funds, Inc.-T. Rowe Price Large-Cap Growth Fund | Sep 30, 2025 | 1.1M | 251.4M | 0.8% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Sep 30, 2025 | 1.1M | 249.8M | 0.8% |
| -Price (T.Rowe) Growth Stock Trust | Jun 30, 2025 | 994.5K | 226.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.