Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 5.6M | 852.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 5.1M | 788.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 3.7M | 572.1M | 2.3% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Mar 31, 2026 | 3.3M | 500.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 2.1M | 320.1M | 1.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jun 30, 2026 | 2.0M | 313.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.8M | 276.3M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Jun 30, 2026 | 1.3M | 193.4M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jun 30, 2026 | 1.2M | 190.9M | 0.8% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Mar 31, 2026 | 1.2M | 186.3M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.