Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 10.6M | 2.1B | 5.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 1.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.0M | 996.9M | 2.4% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.7M | 942.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.8M | 557.8M | 1.3% |
| T. Rowe Price Health Sciences Fund, Inc. | Sep 30, 2025 | 2.3M | 462.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 450.0M | 1.1% |
| J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd. | Sep 30, 2025 | 1.6M | 324.1M | 0.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.6M | 317.3M | 0.8% |
| JPMorgan Trust II-JPMorgan Mid Cap Growth Fund | Sep 30, 2025 | 1.6M | 318.5M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.