Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.7M | 372.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 360.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 262.1M | 2.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 1.9M | 191.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 169.0M | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.5M | 153.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 122.9M | 1.1% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 1.2M | 118.2M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Mar 31, 2026 | 1.1M | 105.3M | 0.9% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Mar 31, 2026 | 1.0M | 100.6M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.