Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.3M | 458.3M | 5.0% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 928.6K | 322.3M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 698.2K | 242.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 514.2K | 178.5M | 2.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 506.7K | 175.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 503.3K | 174.7M | 1.9% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 365.1K | 126.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 284.2K | 98.6M | 1.1% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Feb 28, 2026 | 264.9K | 91.9M | 1.0% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Feb 28, 2026 | 261.6K | 90.8M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.