Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.1M | 312.9M | 6.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jan 31, 2026 | 2.2M | 220.1M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 156.3M | 3.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.4M | 141.8M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 123.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 112.0M | 2.2% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Feb 28, 2026 | 873.4K | 88.6M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 668.3K | 67.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 624.6K | 63.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 552.7K | 56.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.