Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 258.4K | 556.9K | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 157.3K | 338.9K | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 86.3K | 185.9K | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 53.8K | 115.9K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 43.1K | 92.9K | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 34.8K | 74.9K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 22.9K | 49.4K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 14.4K | 31.1K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 13.4K | 28.8K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 11.8K | 25.4K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.