Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 5.6M | 109.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.4M | 105.4M | 3.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.5M | 88.7M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.9M | 76.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.2M | 43.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.9M | 36.7M | 1.1% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 1.8M | 34.6M | 1.1% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 1.5M | 29.6M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 1.3M | 24.7M | 0.8% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Oct 31, 2025 | 1.2M | 24.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.