Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.3M | 403.0M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.2M | 391.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.2M | 302.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 282.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 135.7M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.3M | 124.3M | 0.8% |
| Fidelity Select Portfolios-Select Communication Services Portfolio | Jan 31, 2026 | 1.2M | 115.8M | 0.8% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Jan 31, 2026 | 1.3M | 117.0M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.1M | 107.2M | 0.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 1.1M | 105.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.