Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 624.4K | 4.7M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 460.3K | 3.5M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 252.9K | 1.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 185.3K | 1.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 165.3K | 1.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 124.8K | 946.1K | 0.5% |
| Innovator ETFs Trust-Innovator IBD(R) 50 ETF | Jul 31, 2025 | 110.7K | 839.4K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 85.6K | 648.9K | 0.3% |
| Bernstein Fund Inc-Small Cap Core Portfolio | Sep 30, 2025 | 84.9K | 643.2K | 0.3% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Aug 31, 2025 | 75.0K | 568.4K | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.