Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 6.5M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.7M | 5.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 2.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.5M | 2.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 1.2M | 1.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 813.0K | 1.2M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 718.3K | 1.0M | 0.4% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Sep 30, 2025 | 700K | 994.4K | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 650.4K | 923.9K | 0.3% |
| STATE STREET Inst. Fd.S-State Street Inst. Small-Cap Eqy. Fd. | Sep 30, 2025 | 625.0K | 887.8K | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.