Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.3M | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.3M | 871.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 2.4M | 485.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 1.8M | 373.2M | 0.9% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Mar 31, 2026 | 1.3M | 271.7M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Mar 31, 2026 | 1.3M | 262.2M | 0.6% |
| Kayne Anderson Energy Infrastructure Fund, Inc. | Feb 28, 2026 | 1.2M | 251.8M | 0.6% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 1.2M | 235.5M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 1.1M | 231.1M | 0.6% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Feb 28, 2026 | 1.1M | 213.2M | 0.5% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.