Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 50.2M | 0.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 45.6M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 37.6M | 0.5% |
| BlackRock ETF Trust-iShares U.S. Thematic Rotation Active ETF | Sep 30, 2025 | 834.7K | 27.9M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 720.7K | 24.1M | 0.3% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 537.1K | 17.9M | 0.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 456.0K | 15.2M | 0.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 433.6K | 14.5M | 0.2% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 397.5K | 13.3M | 0.2% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Aug 31, 2025 | 350.1K | 11.7M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.