Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 13.0M | 483.9M | 5.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 8.9M | 330.3M | 4.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.6M | 245.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.8M | 216.7M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.8M | 176.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 163.2M | 2% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 2.8M | 106.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.5M | 91.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.2M | 82.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.9M | 70.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.