Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | May 31, 2026 | 16.2M | 207.9M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 15.1M | 193.0M | 4.5% |
| iShares Trust-iShares Russell 2000 ETF | May 31, 2026 | 11.6M | 148.8M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 10.9M | 139.6M | 3.3% |
| iShares Trust-iShares Select Dividend ETF | May 31, 2026 | 10.1M | 129.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 6.9M | 88.9M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 6.8M | 87.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 5.3M | 68.4M | 1.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jun 30, 2026 | 5.3M | 68.3M | 1.6% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | Feb 28, 2026 | 5.1M | 65.6M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.