Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 5.1M | 172.8M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 79.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 65.1M | 2.2% |
| Tortoise Energy Infrastructure Corp | Dec 31, 2025 | 1.4M | 47.1M | 1.6% |
| Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF | Jan 31, 2026 | 1.3M | 43.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 42.0M | 1.4% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Dec 31, 2025 | 1.2M | 40.6M | 1.4% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 1.1M | 36.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 903.2K | 30.5M | 1.1% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Dec 31, 2025 | 896.9K | 30.3M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.