Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 32.4M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 4.1M | 26.0M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.0M | 25.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 14.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.9M | 12.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.6M | 10.4M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.4M | 9.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 937.8K | 5.9M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 770.9K | 4.9M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 771.5K | 4.9M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.