Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.1M | 8.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 10.1M | 6.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 4.9M | 3.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 3.7M | 2.3M | 0.7% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | Jan 31, 2026 | 3.4M | 2.1M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 3.3M | 2.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 2.2M | 1.4M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 2.2M | 1.4M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 1.9M | 1.2M | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Mar 31, 2026 | 1.1M | 655.9K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.