Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 6.3M | 317.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.0M | 302.7M | 3.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Apr 30, 2026 | 4.6M | 230.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.3M | 219.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.4M | 123.7M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.3M | 115.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 104.2M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Mar 31, 2026 | 1.6M | 80.6M | 0.9% |
| NEW ECONOMY FUND | Mar 31, 2026 | 1.5M | 74.9M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 1.4M | 72.1M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.