Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 2.1M | 392.4M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.9M | 363.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.8M | 339.1M | 3.0% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 1.6M | 299.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 244.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 844.6K | 157.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 654.7K | 122.3M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 524.7K | 98.0M | 0.9% |
| SmallCap World Fund Inc | Dec 31, 2025 | 500K | 93.4M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Feb 28, 2026 | 445.5K | 83.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.