Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 14.4M | 329.7M | 35.2% |
| ARK ETF Trust-ARK Innovation ETF | Jul 31, 2026 | 5.4M | 122.6M | 13.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.2M | 119.7M | 12.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.1M | 115.9M | 12.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.3M | 76.2M | 8.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2026 | 2.9M | 66.3M | 7.1% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Jun 30, 2026 | 2.9M | 66.1M | 7.1% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Jun 30, 2026 | 2.6M | 59.4M | 6.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jun 30, 2026 | 2.3M | 52.8M | 5.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 2.2M | 49.9M | 5.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.