Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 8.0M | 203.9M | 5.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 112.1M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.3M | 85.0M | 2.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.5M | 64.8M | 1.7% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Dec 31, 2025 | 2.2M | 55.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 38.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.3M | 34.5M | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Jan 31, 2026 | 1.2M | 30.7M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.2M | 30.2M | 0.8% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Dec 31, 2025 | 1.0M | 26.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.