Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 7.2M | 166.6M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 155.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.8M | 112.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.7M | 63.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 48.9M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Jan 31, 2026 | 2.1M | 48.1M | 0.9% |
| Carillon Series Trust-Carillon Eagle Mid Cap Growth Fund | Dec 31, 2025 | 1.9M | 43.8M | 0.8% |
| Vanguard Explorer Fund | Oct 31, 2025 | 1.8M | 42.5M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 1.6M | 37.7M | 0.7% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 1.6M | 37.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.