Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 4.5M | 699.5M | 3.3% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.4M | 682.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.3M | 662.9M | 3.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 3.2M | 496.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.1M | 478.7M | 2.3% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Mar 31, 2026 | 2.2M | 346.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.7M | 270.2M | 1.3% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 1.6M | 245.4M | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Mar 31, 2026 | 1.5M | 238.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 227.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.