Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 4.2M | 131.3M | 3.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 4.1M | 128.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 123.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.9M | 89.7M | 2.3% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Feb 28, 2026 | 2.5M | 79.2M | 2% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 2.5M | 78.3M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 2.5M | 77.9M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.8M | 57.8M | 1.5% |
| Fidelity Financial Trust-Fidelity Equity Dividend Income Fund | Feb 28, 2026 | 1.4M | 44.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 42.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.