Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.2M | 10.9M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 4.9M | 8.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.2M | 3.8M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.9M | 3.4M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.1M | 1.9M | 0.3% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 1.1M | 1.9M | 0.3% |
| NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF | Dec 31, 2025 | 1.0M | 1.8M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 976.3K | 1.7M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 951.4K | 1.7M | 0.3% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd | Feb 28, 2026 | 813.1K | 1.4M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.