Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 303.1K | 8.9M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 219.6K | 6.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 102.1K | 3.0M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 87.9K | 2.6M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 74.0K | 2.2M | 0.5% |
| FINANCIAL INVESTORS TRUST-Emerald Growth Fund | Jan 31, 2026 | 70.2K | 2.1M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 47.8K | 1.4M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 44.5K | 1.3M | 0.3% |
| Principal Funds, Inc-SmallCap Growth Fund I | Jan 31, 2026 | 43.3K | 1.3M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 44.1K | 1.3M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.