Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.2M | 249.6M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.5M | 195.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 188.5M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.2M | 167.3M | 1.8% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Sep 30, 2025 | 2.0M | 151.6M | 1.7% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 1.7M | 128.1M | 1.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.6M | 125.7M | 1.4% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Sep 30, 2025 | 1.6M | 123.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.6M | 120.6M | 1.3% |
| FMI Funds Inc-Common Stock Fund | Sep 30, 2025 | 1.3M | 101.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.