Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 8.6M | 412.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 8.2M | 392.6M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 7.9M | 377.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.9M | 284.6M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Apr 30, 2026 | 5.2M | 249.2M | 1.9% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 4.6M | 218.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.8M | 181.2M | 1.4% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 3.1M | 150.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 2.8M | 136.4M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Apr 30, 2026 | 1.9M | 92.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.