Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 912.8K | 138.5M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 907.6K | 137.7M | 3.0% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 821.7K | 124.7M | 2.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 814.8K | 123.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 654.0K | 99.2M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | Dec 31, 2025 | 599.8K | 91.0M | 2.0% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 582.2K | 88.3M | 1.9% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 531.2K | 80.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 421.5K | 63.9M | 1.4% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 333.7K | 50.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.