Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 3.4M | 35.9M | 5.1% |
| ARK ETF Trust-ARK Genomic Revolution ETF | Apr 30, 2026 | 2.1M | 22.3M | 3.2% |
| MFS SERIES TRUST I-MFS New Discovery Fund | Feb 28, 2026 | 1.9M | 20.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 20.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 14.9M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.4M | 14.6M | 2.1% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.2M | 13.3M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 783.3K | 8.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 602.3K | 6.4M | 0.9% |
| MFS VARIABLE INSURANCE TRUST-MFS New Discovery Series | Dec 31, 2025 | 595.5K | 6.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.