Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 21.9M | 237.0M | 3.3% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 21.4M | 231.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.9M | 226.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 15.0M | 162.3M | 2.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 10.6M | 115.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 9.7M | 104.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 7.1M | 77.1M | 1.1% |
| ETF Series Solutions-U.S. Global Jets ETF | Dec 31, 2025 | 5.6M | 60.3M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Apr 30, 2026 | 5.0M | 54.1M | 0.8% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Mar 31, 2026 | 4.3M | 47.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.