Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.1M | 514.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 505.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 862.9K | 387.1M | 2.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 828.0K | 371.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 813.0K | 364.7M | 2.3% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 504.5K | 226.3M | 1.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 458.1K | 205.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 458.9K | 205.9M | 1.3% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 411.1K | 184.4M | 1.2% |
| Vanguard Explorer Fund | Oct 31, 2025 | 390.4K | 175.1M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.