Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 415.8K | 706.8K | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 149.6K | 254.4K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 93.4K | 158.8K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 24.8K | 42.2K | 0.1% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Total Eqy. Market Index Fd | Sep 30, 2025 | 19.3K | 32.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 19.9K | 33.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 2.8K | 4.8K | 0.0% |
| Guggenheim Active Allocation Fund | Aug 31, 2025 | 52 | 88 | 0 |
Access
Holders
data via our API — starting from the
Ultra plan.