Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 2.2M | 280.8M | 2.9% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 2.0M | 254.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 756.8K | 95.2M | 1% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Dec 31, 2025 | 595.4K | 74.9M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Dec 31, 2025 | 529.5K | 66.6M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TRUST | Dec 31, 2025 | 525.2K | 66.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Dec 31, 2025 | 367.6K | 46.2M | 0.5% |
| Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND | Sep 30, 2025 | 334.8K | 42.1M | 0.4% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF | Dec 31, 2025 | 327.5K | 41.2M | 0.4% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Dec 31, 2025 | 315.7K | 39.7M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.