Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.2M | 822.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 808.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 836.8K | 583.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 472.1K | 329.0M | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 467.1K | 325.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 397.2K | 276.9M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Jan 31, 2026 | 326.7K | 227.7M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Jan 31, 2026 | 309.7K | 215.8M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 267.5K | 186.4M | 0.7% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 243.5K | 169.7M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.