Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 341.1K | 17.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 280.1K | 14.7M | 2.0% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2025 | 164.2K | 8.6M | 1.2% |
| Harbor Funds II-Embark Small Cap Equity Fund | Jul 31, 2025 | 161.3K | 8.5M | 1.2% |
| FINANCIAL INVESTORS TRUST-Emerald Growth Fund | Jul 31, 2025 | 136.9K | 7.2M | 1% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Sep 30, 2025 | 119.3K | 6.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 117.7K | 6.2M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 113.0K | 5.9M | 0.8% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 94.8K | 5.0M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 92.7K | 4.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.