Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.5M | 155.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 141.9M | 2.9% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Dec 31, 2025 | 1.1M | 115.0M | 2.4% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 1.1M | 110.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 102.5M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 786.3K | 80.1M | 1.6% |
| ALPS SERIES TRUST-Clarkston Partners Fund | Dec 31, 2025 | 760K | 77.5M | 1.6% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Dec 31, 2025 | 710.6K | 72.4M | 1.5% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 595K | 60.6M | 1.2% |
| ALPS SERIES TRUST-Clarkston Founders Fund | Dec 31, 2025 | 530K | 54.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.