Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 11.6M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.3M | 8.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 8.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.2M | 4.6M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 984.1K | 3.8M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 928.1K | 3.5M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 806.4K | 3.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 560.8K | 2.1M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 477.0K | 1.8M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 453.3K | 1.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.