Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 6.5M | 77.0M | 5.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 38.1M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.3M | 27.0M | 1.8% |
| iShares Trust-iShares Mortgage Real Estate ETF | Jan 31, 2026 | 1.3M | 15.9M | 1.1% |
| VanEck ETF Trust-VanEck Mortgage REIT Income ETF | Feb 28, 2026 | 1.3M | 15.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 13.8M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 970.5K | 11.5M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 942.9K | 11.2M | 0.8% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Jan 31, 2026 | 900.6K | 10.7M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 826.1K | 9.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.