Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.6M | 158.7M | 2.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 10.1M | 150.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 7.7M | 114.6M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 7.1M | 106.5M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 4.9M | 73.0M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Apr 30, 2026 | 4.6M | 68.6M | 1.1% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Mar 31, 2026 | 3.7M | 54.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 3.3M | 50.0M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 3.0M | 44.4M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 2.6M | 38.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.