Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 2.6M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 931.3K | 2.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 410.5K | 989.2K | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 383.5K | 924.3K | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 353.7K | 852.5K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 216.0K | 520.6K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 175.1K | 421.9K | 0.4% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 101.4K | 244.3K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Feb 28, 2026 | 103.1K | 248.5K | 0.2% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Feb 28, 2026 | 77.4K | 186.6K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.