Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.8M | 139.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 139.1M | 3.2% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.6M | 125.9M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 110.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 103.7M | 2.4% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 1.2M | 95.9M | 2.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 1.1M | 88.7M | 2.0% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 881.7K | 68.1M | 1.6% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Sep 30, 2025 | 695.0K | 53.7M | 1.2% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 686.2K | 53.0M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.