Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.2M | 239.7M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 2.0M | 216.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 751.8K | 80.5M | 1% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Feb 28, 2026 | 635.0K | 68.0M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Jan 31, 2026 | 530.2K | 56.8M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 506.9K | 54.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 364.9K | 39.1M | 0.5% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF | Jan 31, 2026 | 330.1K | 35.4M | 0.4% |
| Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND | Dec 31, 2025 | 306.0K | 32.8M | 0.4% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Jan 31, 2026 | 303.5K | 32.5M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.