Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 37.8M | 512.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 37.6M | 509.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 27.2M | 368.1M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 15.3M | 207.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 13.6M | 184.0M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 6.6M | 89.7M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Feb 28, 2026 | 4.4M | 60.0M | 0.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Jan 31, 2026 | 4.5M | 60.6M | 0.3% |
| -Fundstrat Granny Shots U.S. Large Cap ETF | Jan 31, 2026 | 3.5M | 47.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 2.4M | 31.9M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.