Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 3.8M | 1.0B | 6.1% |
| AMCAP FUND | Dec 31, 2025 | 2.1M | 568.1M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.0M | 538.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 531.9M | 3.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 1.3M | 361.2M | 2.1% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 1.3M | 357.5M | 2.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 1.2M | 335.5M | 2.0% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 957.5K | 258.5M | 1.5% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 747.1K | 201.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 714.0K | 192.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.