Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 6.9M | 258.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 250.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.9M | 181.0M | 2.3% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 4.6M | 169.3M | 2.1% |
| iShares Trust-iShares Select Dividend ETF | Feb 28, 2026 | 4.5M | 165.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.1M | 116.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.3M | 86.0M | 1.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 2.2M | 80.8M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Feb 28, 2026 | 2.0M | 75.2M | 0.9% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 1.8M | 65.9M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.