Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 5.7M | 922.0M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 5.1M | 835.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 3.7M | 603.6M | 2.3% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Jun 30, 2026 | 2.5M | 404.5M | 1.5% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Aug 31, 2026 | 2.2M | 350.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 2.1M | 348.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.9M | 301.8M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Aug 31, 2026 | 1.3M | 211.3M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Aug 31, 2026 | 1.2M | 192.5M | 0.7% |
| Trust for Professional Managers-Mairs & Power Fund | Jun 30, 2026 | 1.2M | 188.4M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.