Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 2.8M | 299.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 284.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 205.0M | 2.3% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.1M | 117.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.1M | 115.7M | 1.3% |
| MFS Series Trust II-MFS Growth Fund | Feb 28, 2026 | 1.1M | 111.7M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 946.4K | 100.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 916.2K | 97.3M | 1.1% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 880K | 93.5M | 1.0% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 875.5K | 93.0M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.