Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2026 | 1.4M | 236.5M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.2M | 199.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 876.9K | 144.1M | 2.2% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2026 | 760.8K | 125.0M | 1.9% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | Jul 31, 2026 | 685.6K | 112.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 506.4K | 83.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 461.7K | 75.9M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Sep 30, 2026 | 298.6K | 49.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Sep 30, 2026 | 266.0K | 43.7M | 0.6% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Sep 30, 2026 | 223.4K | 36.7M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.