Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 26.3M | 555.8M | 7.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 12.2M | 256.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 11.4M | 240.8M | 3.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 10.8M | 228.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 8.3M | 175.4M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | May 31, 2026 | 7.9M | 167.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 5.3M | 111.7M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 4.8M | 100.8M | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Apr 30, 2026 | 4.7M | 99.8M | 1.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 4.4M | 92.5M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.