Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 5.0M | 282.9M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.6M | 148.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.9M | 107.7M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Aug 31, 2026 | 1.3M | 75.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 1.2M | 68.2M | 1.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Aug 31, 2026 | 1.0M | 59.3M | 1.2% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Jun 30, 2026 | 954.6K | 54.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 938.7K | 53.3M | 1.1% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Aug 31, 2026 | 897.9K | 51.0M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Aug 31, 2026 | 773.9K | 43.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.