Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 4.2M | 2.2B | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.7M | 2.0B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 1.9B | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.8M | 1.5B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 1.4B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 880.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 644.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.1M | 590.4M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 975.7K | 518.7M | 0.9% |
| AB TRUST-AB Discovery Value Fund | Feb 28, 2026 | 860.4K | 457.4M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.