Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 162.3K | 363.6K | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 132.0K | 295.6K | 1.1% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 67.1K | 150.3K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 60.5K | 135.6K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 18.8K | 42.2K | 0.2% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | Dec 31, 2025 | 16.6K | 37.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 15.4K | 34.6K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 9.4K | 21.1K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 6.7K | 14.9K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 2.9K | 6.6K | 0.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.