Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 383.5K | 17.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 377.5K | 17.5M | 2.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 298.4K | 13.8M | 2.0% |
| VanEck ETF Trust-VanEck Oil Services ETF | Sep 30, 2025 | 223.8K | 10.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 166.6K | 7.7M | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 156.7K | 7.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 150.3K | 7.0M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 134.5K | 6.2M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Aug 31, 2025 | 98.4K | 4.6M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 83.3K | 3.9M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.