Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 5.1M | 126.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 116.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.4M | 84.1M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 3.2M | 78.6M | 2.0% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 2.1M | 50.5M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 2.1M | 50.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.9M | 47.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 42.1M | 1.1% |
| JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund | Jan 31, 2026 | 1.5M | 38.0M | 1.0% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 1.4M | 33.3M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.