Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.6M | 267.5M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 266.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.5M | 190.9M | 1.9% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Dec 31, 2025 | 2.2M | 165.5M | 1.6% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 1.8M | 132.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.4M | 107.7M | 1.1% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 1.4M | 105.3M | 1.0% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.4M | 104.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 90.1M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Dec 31, 2025 | 1.1M | 84.0M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.