Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 891.2K | 1.9M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 432.2K | 925K | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 395.2K | 845.7K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 157.5K | 337.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 124.7K | 266.8K | 0.1% |
| SCHWAB STRATEGIC TRUST-SCHWAB US BROAD MARKET ETF | Feb 28, 2026 | 54.8K | 117.3K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jan 31, 2026 | 49.0K | 104.8K | 0.0% |
| Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex | Jan 31, 2026 | 9.0K | 19.2K | 0.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.