Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.1M | 366.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 360.6M | 3.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 2.0M | 340.9M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 259.5M | 2.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.5M | 257.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 961.5K | 167.3M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 904.1K | 157.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 707.9K | 123.2M | 1.1% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund | Dec 31, 2025 | 583.9K | 101.6M | 0.9% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 509.4K | 88.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.