Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.0M | 265.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 239.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.5M | 195.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 173.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 739.9K | 97.7M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Apr 30, 2026 | 660.7K | 87.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 655.3K | 86.5M | 1.1% |
| iShares Trust-iShares Global Clean Energy ETF | Mar 31, 2026 | 610.4K | 80.6M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 597.5K | 78.9M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 523.9K | 69.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.