Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 1.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.6M | 750.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.4M | 382.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.9M | 304.7M | 0.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.7M | 268.5M | 0.8% |
| MFS Series Trust II-MFS Growth Fund | Aug 31, 2025 | 1.5M | 242.7M | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 1.4M | 226.6M | 0.6% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Sep 30, 2025 | 1.3M | 213.2M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 210.2M | 0.6% |
| John Hancock Investment Trust-Fundamental Large Cap Core Fund | Sep 30, 2025 | 1.2M | 202.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.