Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 190.1M | 2.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 902.2K | 161.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 804.3K | 143.7M | 2.2% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 633.9K | 113.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 514.8K | 92.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 302.7K | 54.1M | 0.8% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 285.5K | 51.0M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 242.3K | 43.3M | 0.7% |
| AIM Growth Series -Invesco Main Street Small Cap Fd. | Sep 30, 2025 | 237.7K | 42.5M | 0.6% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 212.0K | 37.9M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.