Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 349.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 327.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 869.1K | 246.8M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 828.7K | 235.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 556.3K | 158.0M | 1.4% |
| AMCAP FUND | Sep 30, 2025 | 419.2K | 119.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 413.2K | 117.4M | 1.1% |
| T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op | Sep 30, 2025 | 356.8K | 101.3M | 0.9% |
| AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd. | Jul 31, 2025 | 317.7K | 90.2M | 0.8% |
| SRH Total Return Fund, Inc. | Aug 31, 2025 | 300K | 85.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.