Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 257.9K | 3.8M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 157.7K | 2.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 98.7K | 1.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 65.2K | 958.9K | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 46.9K | 689.3K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 46.1K | 678.2K | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 42.8K | 629.5K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 32.9K | 484.4K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 18.3K | 268.7K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 18.1K | 265.5K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.