Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.2M | 249.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 12.2M | 187.3M | 1.3% |
| iShares Trust-iShares Russell 2000 ETF | Nov 30, 2025 | 11.5M | 177.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 7.8M | 119.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 5.6M | 86.0M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 4.6M | 71.4M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Nov 30, 2025 | 4.1M | 62.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Nov 30, 2025 | 2.7M | 42.0M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 2.4M | 36.5M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 2.2M | 33.3M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.