Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 21.3M | 272.3M | 7.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 10.3M | 131.9M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.7M | 124.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.1M | 90.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.5M | 58.3M | 1.6% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 4.5M | 57.9M | 1.6% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 4.3M | 54.7M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Dec 31, 2025 | 3.9M | 50.1M | 1.4% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 3.8M | 49.1M | 1.3% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Dec 31, 2025 | 3.4M | 43.3M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.