Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 1.1M | 131.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 131.1M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 911.3K | 104.8M | 2.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 879.0K | 101.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 852.0K | 98.0M | 2.4% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 788.3K | 90.7M | 2.2% |
| IVY FUNDS-Macquarie Mid Cap Growth Fund | Sep 30, 2025 | 578.8K | 66.6M | 1.6% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Nov 30, 2025 | 501.4K | 57.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 474.8K | 54.6M | 1.3% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 472.8K | 54.4M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan.