Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 11.0M | 174.9M | 6.1% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 5.6M | 88.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.5M | 87.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.9M | 62.3M | 2.2% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Dec 31, 2025 | 3.8M | 60.1M | 2.1% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 3.6M | 56.5M | 2.0% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 3.3M | 52.4M | 1.8% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 3.1M | 48.9M | 1.7% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Dec 31, 2025 | 2.5M | 39.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.0M | 31.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.